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Avoiding Estate Planning Mistakes

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Your estate plan is your opportunity to leave a legacy for your loved ones, estate planning can be a complex and delicate process that involves a lot of moving pieces. And if it’s not done correctly, your wishes may not be carried out how you’d hoped.

Having a will is a great place to start, but there are other planning tools you should consider in order to ensure your assets are distributed the way you want them to be. 

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This communication is for informational purposes only. No content or reference to a third-party article is intended to be a recommendation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice. This commentary does not necessarily reflect the opinions of all employees or XML Financial Group and its affiliates (“XML”).  XML is not responsible for any actions taken related to this information.

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