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Estate Planning

Estate Planning: More than a Will

Estate planning is crucial to ensuring that the benefits and wealth from your investment portfolio go to your loved ones.

You have worked hard over the course of many years to build your assets. Estate planning includes end-of-life documents and other provisions to ensure your family is taken care of when you are gone.

Resource Financial Group will step in to help ensure your estate is protected well into the future through:

  • Analysis of your current estate plan and assistance with amendments or establishing a new estate plan.
  • Consultation with your attorney to ensure the creation of a cohesive estate plan.
  • Assistance in properly registering ownership of your assets to correctly fund your estate plan.

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