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What is involved in estate planning?

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What is involved in estate planning?

In order to begin the estate planning process it's necessary to develop information, collect information from the client, relating to the client's estate, but also relating to the client's family, the client's debts, the client's wishes, obviously, and any other components that would effect how the estate would pass. For example, an existence of a disabled child, or the desire to take care of an aged parent. All of that is includable in the mix for purposes of determining what is necessary in order to put together an effective estate plan.

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Thomas Curtiss Jr.

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What is involved in estate planning?

What is involved in estate planning?

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What is involved in estate planning?

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