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Estate Planning

Estate planning is the legal planning that helps you control who will inherit your money and property, and who can make medical and financial decisions on your behalf if you’re unable to do so yourself. Key documents include beneficiary designation forms, a will, health-care proxy, durable power of attorney, and sometimes, a trust.

Five Tips for Developing an Estate Plan During National Estate Planning Awareness Week

An estate plan is the legal documentation that helps you control who will inherit your money and property as well as who can make medical and financial decisions on your behalf. Here are five tips to help you begin developing an estate plan.

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