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Kiplinger
Kiplinger
Business
Nicole Farbo, CFP®

Three Essential Estate Planning Steps to Protect Your Nest Egg

A piggy bank is wrapped in chains.

Estate planning isn’t just for older adults or affluent retirees. It’s a crucial step for anyone seeking to maintain control over how their assets will pass to the next generation in the most tax-efficient way possible.

A comprehensive estate plan empowers you to shape the distribution of your assets according to your wishes and minimize taxes for your loved ones.

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