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Estate Planning

An estate plan is a detailed set of instructions that clearly spell out how assets should be managed during life and distributed at death.

Estate Planning Today

This e-book discusses the challenges of estate planning, steps to plan effectively, information about wills and revocable living trusts, and the rewards of estate planning. Click here to download!

Estate Planning

This e-book discusses the basics of estate planning, reasons why it is important, and effective strategies. Click here to download!

Plan Now, Give Later - Flexible Plans That Make a Difference

This e-book discusses several ideas you can use to start planning your estate gift now. Click here to download!

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