3-Sentence Summary of Estate Planning

The key things you need to know about estate planning. In three sentences.

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We are getting a ton of questions about estate planning and everybody’s a little intimidated, a little confused by all the jargon. So let me give you a three sentence summary, something you can lock in on. You don’t want to be an executor. You don’t want to be a trustee. You do want to be a beneficiary.

There you go.