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Estate Planning

Estate planning is the process of arranging for the accumulation, conservation and distribution of the property and responsibilities of an individual both during his/her lifetime and after his/her death. Estate planning involves making the most effective disposition of a person’s wealth and interests consistent with his/her goals and values. There are no magic numbers or hard rules in estate planning, as estate planning is not a stagnant process. Estate planning advice changes as a person’s individual circumstances and goals change.