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Created Date8/24/2022 5:29:26 PM

Yourself. Smart estate planning involves a generous measure of financial management during your lifetime. As you grow older and your assets increase, you may want to lighten your own …

Inventory of Assets and Liabilities Document the current market value for every major item you own and the face value of any life insurance. Don’t strive for exact amounts; rounded numbers are fine.

Creating Your Plan Your record book can serve as a fnal set of directions to help ease loved ones’ minds, prevent disputes and begin the process of settling your estate. All of this helps bring comfort …