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Financial Balance Group

Estate planning guide

Estate planning is the process of arranging your assets and financial affairs in a way that ensures the transfer of your assets to your beneficiaries in accordance with your wishes and in a tax-effective manner.

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An estate plan typically includes a legal will, as well as other documents that reflect your wishes such as how you would like to be cared for medically and financially, should you become unable to make these decisions on your own in the future.