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Estate Planning


Estate Planning for Families: Why You Shouldn’t Put It Off
Most people don’t realize how devastating the lack of an estate plan can be—until it’s too late. In this post, I walk through why estate planning matters for every family, what basic documents you need, and how to get started. Whether your life is simple or complex, a clear plan can protect your loved ones and preserve your legacy.

Jeff Schlotterbeck, CFP®
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