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ESTATE PLANNING
WHY IS ESTATE PLANNING IMPORTANT?
Estate Planning
Who
Priorities
Who
Age 65 and over
Increased net worth
No longer working or working part time
Priorities
Mortgage is paid off
Little to no debt
Staying on budget
Living off savings
Reducing income tax
Taking care of the “What-ifs?”
Long-term care
Premature death
Make a will
Consider powers of attorney
Making sure health insurance is adequate
Estate planning
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