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What is estate planning?
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30th Nov 2009 by Mark P. Cussen, CFP, CMFC
Estate planning is the process of arranging one's assets to transfer them to the desired heirs or beneficiaries in a quick and orderly manner. Avoiding estate and gift taxes is another important aspect of estate planning. This process usually requires such documents as a will, living trust and powers of attorney for various purposes.
Estate planning is the process of arranging one's assets to transfer them to the desired heirs or beneficiaries in a quick and orderly manner. Avoiding estate and gift taxes is another important aspect of estate planning. This process usually requires such documents as a will, living trust and powers of attorney for various purposes.
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26th Nov 2009 In Retirement
1 Answers | 68 Views
Subjects: estate planning,