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Notes from McLaren

Estate Planning Basics Thumbnail

Estate Planning Basics

The estate plan is an integral part of the financial planning process. During life, it provides guidance when you can no longer make decisions because of disability or incapacity. When you pass away, it sets the road map for wealth transfers, guardianship of minor children, and the legacy you wish to leave behind. A well-drafted estate plan clearly outlines your future intentions, promotes family harmony, and protects your wealth. Without a plan, your final estate could result in family conflicts and costly legal actions.

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What to do When a Loved One Passes Away Thumbnail

What to do When a Loved One Passes Away

Losing a family member is one of most challenging life events many of us will ever experience. In many instances, the grieving process is coupled with tremendous responsibility – managing final arrangements, supervising assets and affairs, and settling the estate. We’ve helped a number of investors navigate this difficult process.

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