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60% of Americans adults don't have an estate plan
Most people think of estate planning as pre-death planning to arrange for the distribution of their assets at the end of their life. Any wonder that people don’t want to deal with estate planning and end up procrastinating to the detriment of their loved ones?
Estate planning is actually the protection of yourself, your family and your hard-earned assets from three fundamental risks: unplanned events, court intervention, and taxation. The first step of estate planning starts with protecting your income, assets and lifestyle. Then, your goal becomes to increase your income and assets. Avoiding unnecessary taxation is the next step. Both your life and the law change, so your estate plan must be able to meet those new challenges.