KEY FINANCIAL NEEDS:

ESTATE PLAN - At some point, you will want to preserve then transfer your wealth and leave a legacy for your loved ones. First, it is essential to identify how much liabilities you will leave to your family before you pass on the assets (savings, cash equivalents, investments, real estate, businesses, commodities/personal use assets) you have acquired during your lifetime. It should be planned thoroughly with a trusted advisor to make sure all of your assets will remain in tact (avoid foreclosure), undiminished (reduced by estate taxes) and its interests will remain to enjoy the benefits for the next generations. Leaving your wealth without a plan could be tedious and sometimes devastating. It can create tension and relationship problems between the surviving family (spouse, children, in-laws) if this is neglected.

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