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The first and most important step you must take to build an estate plan is to create a summary of assets. You need to make this summary for two people: 1) your spouse or partner and/or 2) your executor.

It's extremely important to prepare this summary so that your estate plan is known before you pass away. The last thing you want your family dealing with is trying to figure out where your assets are...do not put them in that position!

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning
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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

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