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Synergy: Let’s Discuss Estate Planning

Estate Planning

Your estate is everything you own today – your car, home, savings, investments, life insurance and even your personal possessions. So no matter where you may be on your financial journey, you have an estate that needs protecting.

There are four main elements of estate planning:

Will
Power of Attorney
Distributing your estate
Planning how you want things handled in the event of the unexpected assures you that your wishes will be carried out with the least amount paid in legal fees and taxes for both you and your heirs

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