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Thursday, April 29, 2010

Financial Monitor Newsletter

Guidelines to Consider When Planning Your Estate

Estate planning is not just a matter of saving dollars and minimizing taxes. The process of planning your estate also raises some difficult emotional and personal issues. First, it forces you to face the fact of your
own mortality; you are trying to plan for a time when you won’t be around to make decisions. Others, particularly those you love, will be affected by the plans you make now and will be required to exercise their own judgment once you are gone. For many people, the most difficult step in the
estate planning process is deciding who gets what and when.

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