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Sometimes the invevitable is hard to think about, let alone prepare for.

Unfortunately, you and I have to consider our eventual passing.
Which means you have to think about what happens to those that are economically dependent on you.
The specific question you must ask is:  

“have I taken the necessary precautions to ensure that their financial well-being will be a non-issue?”

Estate planning may often be mistaken as something to do for those that are “rich”.  On the contrary, it is for anyone that has assets to protect.  Even if you feel you don’t have any assets to protect.  

There may be one you are forgetting about…YOU!

Your greatest asset is the ability to create income and it has to be protected, most commonly through insurance.  Having the right amount, for the right duration at the right cost is something many people get WRONG.  They often overpay as well as under-insure.  

This happens mostly because insurance is proposed as a mere transaction rather than a key element in a comprehensive financial plan.  
If you are serious about how your money will be used to carry out your intended purposes, you will need a plan to protect it.

Don’t know where to start?  

Download a free copy of our estate planning checklist.  In it, I’ve included 20 questions to help you protect your wealth.

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