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As Aristotle quoted:
"To give away money is an easy matter and in any man's power. But to decide to whom to give it, and how large, and when, and for what purpose and how, is neither in every man's power nor an easy matter."
Estate planning addresses how to provide for yourself, your family and the charitable causes that are important to you right now — in a meaningful way. It also involves providing for retirement, possible mental or physical incapacity— and providing for your family and continuing your philanthropic legacy after your death.
Clients’ priorities typically fall in this order: