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What is estate planning?

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certified financial planning

What is estate planning?

Question: What is estate planning?

Answer: Estate planning is working with your family and your attorney and trying to identify who gets what and when, and how they are going to transfer your property upon your death, and also I think a big part of estate planning is providing for the financial security of your family so you are able to work with your financial advisor, your tax advisor, your attorney in order to try to put together a plan that provides for the financial security of your family.


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