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Do You Need an Estate Plan?

Many consider estate planning to be exclusively for older, wealthier individuals with large amounts of property and money to distribute. The reality is that estate planning benefits anyone with assets to pass on to their loved ones, no matter how small.

Many people think of estate planning as a process that needs to be done to prepare for what happens when you pass away. However, a critical component of estate planning includes key documents in the event you become incapacitated.

Major life events also shape the need for and scope of an estate plan. Especially significant is the birth of a child. Consider a young married couple having their first child. How would the child be provided for if either parent, or both, were to die?

Take the first step by downloading our FREE Estate Planning Checklist.

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