How to plan your estate during a pandemic

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Key questions and considerations to make when beginning your estate planning.

The pandemic has highlighted just how easily the unexpected can occur — and how important it is to have the proper plans in place.

Without proper estate planning documentation, a person’s wishes for their assets may not be followed. Beyond a will, there are documents in place that can assist in describing how their wishes are conducted, and types of accounts that can hold significant assets.

 

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Plan your estate as if the 'state ' was going to use the crisis to 'take possession'.

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