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Your wealth plan

Do you have a clear wealth transfer plan that reflects the impact you want your legacy to have? Find tactics and strategies in the content below.

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Grandmother, daughter, granddaughter seated by backyard pool

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Your wealth plan

Is it time to check your beneficiary designations?
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Two people seated at a table review documents with each other

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Your wealth plan

Who gets the money if you don’t want to give it to family?
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A young boy with a disability walking toward his father in the living room

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Your wealth plan

How to care for beneficiaries who have special needs
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A multigenerational family walking on the beach.

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Your wealth plan

Legacy trust: Planning intended to continue wealth for generations
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A group of horses in a field.

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Unusual assets and your estate plan: Who gets the horses?
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