THE ART OF ESTATE PLANNING
The greatest value of an estate plan is that it empowers an individual to draw a line in the sand at a particular moment in their lives and reconcile what they own and owe and how they want to manage, nurture and distribute their assets after their death. But estate planning is more than just setting up a trust and drafting a will. "It's listening to what a client wants to happen when they die and structuring their finances and will accordingly.
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