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Top 10 Estate Planning Goals

Frequently Asked Questions about Estate Planning

1. Avoid the expense of Probate

6. Reducing or avoiding federal estate tax

2. Avoid the time delay of Probate

7. Reviewing beneficiary designations

3. Keep your private matters private

8. Allowing flexibility for your assets

4. Avoiding confrontation

9. Protecting your assets

5. Providing for minor children

10. Incapacity planning