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Estate Planning: Don’t Just Set It and Forget It

Submitted by TLWM Financial on July 7th, 2023

Estate planning is critical for efficiently transferring your money, property, and assets to your beneficiaries after you die. The reason people choose an estate plan is that it avoids probate. One thing to keep in mind about your estate plan is not to set it and forget it. As life continues to change, your estate plan should reflect those changes too.

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  • Assets
  • estate planning
  • Financial Advisor
  • Financial Professional
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