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Many understand the importance of estate planning, but sometimes it comes down to the question of where to start. No matter your net worth, you need a plan set in place that can help your heirs understand your final wishes and distribute your estate properly. As you prepare to discuss with your financial advisor, here are a few tips and considerations to keep in mind.

One of the most common issues I encounter when working with sales professionals is the lack of an estate plan. Yet not having a will can come with severe consequences.