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Retirement Planning Blog

Answers to Frequently Asked Questions Regarding Financial Planning

Estate Preservation - How Can I Build and Preserve my Estate?

on Jun 15, 2017 11:21:42 AM By | Mark Snyder | 0 Comments | Estate Planning
When did you last review your estate plan? If the answer is when you first signed the stack of documents at your attorney’s office or don’t remember, it may be time to revisit it. Many of us complete an estate plan and then fail to revisit it for years (and some never do).
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Asset Preservation | An Introduction to Estate Planning

on Mar 21, 2017 11:45:29 PM By | Mark Snyder | 0 Comments | Estate Planning
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you'll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. Here, you'll need to use more sophisticated techniques in your estate plan, such as a trust.
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