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Learn... Plan... Protect Your Estate
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Steps to Build Plan
  • Step 1 - Organize documents
  • Step 2 - Get educated
  • Step 3 - Inventory
  • Step 4 - Determine goals
  • Step 5 - Develop plan
  • Step 6 - Review plan
  • Step 7 - Take action
  • Step 8 - Get help
Estate Plan Items
  • Death Will
  • Guardianship
  • Power of Attorney
  • Health Care Directive
  • Living Will
  • Charitable Giving
  • Gifting
  • Trusts
  • Asset Distribution
  • Burial Instructions
  • Beneficiaries
  • Executor
Article archive for estate planning