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Wealth Planning Blog

We provide you with tips and wisdom to help individuals understand and create roadmaps for the distribution and preservation of assets and why wealth planning is so crucial.
 

Wealth Planning Blog
May 29, 2014

What You Don’t Know Can Hurt You

So I’m an estate planner …well … what’s that mean? That’s a question I get all the time, whether by a prospective client or a neighbor or somebody sitting next to me at the bar. My answer: I make things easier for families during the worst possible situations. Whether that is a result of a loved one dying, becoming incapacitated, getting divorced… But let’s be honest, isn’t estate planning the easiest thing to put off and not talk about? I mean it’s morbid… sad to think about.