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Estate Planning

Definition

The process of organizing your affairs and planning how your assets will be managed and distributed after your death.

What to consider

  • Keep your will and other documents updated to reflect your wishes.
  • Consult professionals to build a comprehensive plan.
  • Regularly review your estate plan, especially after major life changes.

Real world scenarios

  • Worried about the future, Lucas began estate planning to ensure that his assets would be distributed according to his wishes after his passing.

Related terms

Trust Fund
Disability Insurance
Prenuptial Agreement
Living Will
Bankruptcy

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