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Legacy & Estate Planning

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Estate planning is an important part of retirement planning for many reasons. You’ve worked hard for your money and want to see your children and grandchildren benefit, and, you want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires that need to have solid estate plans, it’s anyone who wants their wishes to be honored after their passing.

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