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It's extremely important to have a rock solid estate plan for a variety of reasons. Having a solid estate plan will help you pay less tax, and will also alleviate any uncertainty for your family and loved ones.

Ensure you have goals in mind for what you want your estate plan to look like, and make sure you review it yearly as there usually adjustments that will need to be made.

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

OUTLINE:
0:00 - Introduction
0:19 - Announcements
2:37 - Tip One
4:09 - Tip Two
6:07 - Tip Three
7:02 - Tip Four
7:41 - Tip Five
8:44 - Bonus Tip
9:44 - Summary
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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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