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Building Your Estate Team

It’s important to enlist the help of others and assemble the right people on your estate planning team. Your team should include: 1) Family – Be proactive and clear about your wishes so that no one is in the dark about how you want to share your assets, and who to contact. 2) The Executor – person with the legal authority to represent your estate. Can be a capable friend or family member, or an appointed trust company (fees charged for services). 3) Your Financial Advisor – can help prepare an estate plan, knows your net worth and where to locate your assets.

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