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Tackling estate planning in 7 basic steps
by Christine Benz
Nov 19, 2024
3 minutes
Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly.
The good news is that you’ve probably already done a little bit of estate planning—you just may not be aware of it. It's helpful to think of estate planning as a process rather than something that’s one-and-done and begins and ends in an attorney’s office.
Here are the key steps to take.
Step 1:
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