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What Is Estate Planning

Video

What Is Estate Planning

February 10, 2025

Overview

What is estate planning? It is more than just drafting a will—it is about protecting your assets, securing your family’s future, and ensuring your wishes are honored. In this short video, we break down the basics of estate planning, why it is important, and how you can take the first steps to safeguard your legacy.

Key Topics Covered:

  • What is estate planning?
  • Why estate planning matters

Transcript

Estate Planning Guide

Estate Planning is an essential process that will protect your assets and ensure you’re your estate is distributed according to your wishes after your death.

Many people make mistakes when creating their estate plan, which can lead to unnecessary stress, confusion, and costly legal battles for their loved ones. Below, our estate planning team put together the top 10 and most common mistakes we see in estate planning.

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Screenshot of Top 10 Estate Planning Mistakes

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