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TIPS

There are four “P’s” of estate planning:

People:Consider all the people who are important to you and for whom you’d like to provide. This might include your spouse, significant other, partner, children, relatives and friends.

Property:Consider all property that you own including bank accounts, real estates, stocks, bonds, life insurance, pension plans and personal property.

Plans: Ask yourself how you’d like to provide for the people in your life, and how you can make this happen.

Planners: Who are the people who will help you with your financial goals? Consider attorneys, accountants, bank trust officers, stock brokers and insurance agents to help you meet your financial goals.

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