XML Financial Group Blog

Avoiding Estate Planning Mistakes

Written by XML Financial Group | Mar 14, 2023 2:00:00 PM

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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