Begin With the End in Mind

By Growing Bolder

In

Whenever I give estate planning presentations, I like to start with one of the habits featured in Steven R. Covey’s bestselling book The 7 Habits of Highly Effective People: “Begin with the end in mind.” This is really what an effective estate plan does. As we start this new year, it is an opportune time for you to do the same and consider the different ways you can help ensure the efficient transfer of your wealth at your death. Last…

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