WEBVTT

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Picture this. T
wo families have lost a loved one.

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The first has a clear estate plan
that minimizes taxes, avoids

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probate delays, and honors
the deceased wishes.

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The second pass without a will, waiting

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for costly probate,
family disputes and confusion.

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We know estate
planning can seem overwhelming.

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Here are five
key steps to get you started.

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Clarify your priorities.

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Define your goals.

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Whether it's securing a spouse's future,

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supporting your children,
or donating to causes you care about.

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Align your priorities with your values.

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Creator update your Will A will
is the foundation of your estate plan.

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Ensure it reflects major life changes

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and specifies
how your assets should be distributed.

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Plan for unexpected health challenges.

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Include a living will
and health directives that designate

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a trusted individual to make
medical decisions for you if necessary.

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Designate responsible individuals.

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Choose trustworthy executors, trustees,
and guardians for minor children.

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Consider backup options where needed.

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Minimize taxes and optimize transfers.

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Work with a financial or legal
professional to explore strategies

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like trust or joint ownership
to make your plan more tax efficient.

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Estate planning is an ongoing process.

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Start the conversation
with a trusted advisor to day.

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They gain peace of mind for the future.

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Thank you for visiting our website.

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Please not hesitate to contact us
if we can help you with

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your wealth management needs, or provide
a second opinion of your investments,