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Ensuring financial security for your family
Securing your loved ones’ final wishes

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Millionaire Mistakes

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These individuals have investible assets worth a million or more – and yet have not put a plan in place to protect their assets should they become incapacitated or pass away. The survey results breaks down the percentages into different groupings; political party and those who are worth 1 – 5 million and those who are worth 5 million or more. But to me the important take-away is that (over) one-third of millionaires do not have an estate plan.

While previous blog posts have focused on “estate planning for everyone” not just the wealthy, this post has the same message. Everyone includes the wealthy. Protecting what you have earned, saving your loved ones from the probate process, and insuring your financial and health care wishes are carried out are important everyone.

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