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ESTATE PLANNING


Why you should consider an estate strategy


Estate planning is important for everyone, not just the wealthy. It’s about protecting and providing for you and your family, much more so than just money or taxes. The right kind of plan allows you to maintain control of your assets during your lifetime, plan for your disability, then give what you have to whom you want, when you want and in the way you want.


For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Additional Links and Resources

What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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