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  • What is estate planning?

    Estate planning should be a life long process of taking steps to provide for you and the people you love.  You never know when disability will strike. When most people think of estate planning they think about transferring what they own at their death. Another equally important part of planning is thinking about making transfers during your life. Lifetime gifting can have important asset protection advantages and allows you see the impact of your giving on your loved ones.

    A good plan begins with understanding your family, what you own and how you own it and thinking about your goals.

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