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Estate Planning
The Importance of an Estate Plan
Many people tend to focus mainly on their immediate financial needs during their working years. They plan to save their hard-earned money and grow their assets. While it is important to save for your retirement and for your children's educations, it is equally important to plan for the long-term so that your family is not left unprepared in case of an emergency.
Be diligent and get your estate plan prepared well in advance to ensure your and your loved ones' financial security during your lifetime as well as when you're no longer there for them.
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When you plan your estate matters in a timely manner, you'll get to enjoy tax benefits. You'll also ensure that your dependents will get what they're entitled to at the right time.
Comprehensive Estate Planning
Drafting estate planning documents
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Will drafting
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Powers of attorney
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Health care proxies
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Living wills
Preparing trusts
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Revocable living trusts
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Irrevocable trusts
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Life insurance trusts
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IRA trusts
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Supplemental needs