Financial Family Protection -> Estate Planning Overview

  • This helps you work out the most important considerations when it comes to Wills and Trusts.
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Progress

I'm clear on the estate planning options available

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Key Takeaways

  • If you have any dependents - you NEED a Will.
  • Choose an executor carefully
  • The more assets you own, the more value there is in careful estate planning
  • A living trust has ONE major problem... nursing care.

Resources

An outline of probate by US state

Highly detailed book on long-term care planning


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