What is an estate? What is estate planning? What is the main goal of estate planning?
Answer to relevant QuestionsWhat is a trust? What is the difference between a living trust and a testamentary trust? How can contributions to charitable organizations help in estate planning? List the requirements for a valid will. Dave recently met with an estate planner who offered to create an elaborate estate plan without asking Dave specific questions. What should Dave have done prior to meeting with the estate planner? How does purchasing sufficient health insurance and disability insurance help protect and maintain your wealth?
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