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Three fundamental estate planning/legacy planning questions

From a financial or physical wealth perspective, there are three questions every estate plan donor must answer:

  1. How many of the resources God has placed in our hands do we need in order to live our lives as we believe we ought?
     
  2. How many of the resources God has placed in our hands do our heirs need in order to help them live their lives as we would want them to be able to live?

    And, Read the rest of this entry »

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