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Kiplinger

Business

Alex Allegro

Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)

Kiplinger Terri Schiavo SEC

The numeral eight against a pastel background.

Estate planning is a crucial part of retirement, ensuring your assets are distributed according to your wishes while minimizing taxes and legal hurdles for your loved ones.

During my time in the beneficiary department at my previous employer, I witnessed firsthand the difficulties that can arise when individuals neglect estate planning.

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