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Why Estate Planning, Part 5

Sep 22, 2020SML Planning Minute Podcast, Estate Planning, Company News

Episode 92 – An estate plan is the foundation of a financial plan to help preserve and distribute the wealth and assets you worked so hard to accumulate, and to financially protect you and your family in the event of sickness, injury, illness, mental incapacity or death. Listen to this podcast to learn more about creating an estate plan and the role a trust plays in that plan.

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