Estate planning touches on more than just finances and legal documents—it’s about caring for the people and causes that matter most to you. Although thinking about the future, especially the end of life, can bring up complex emotions, having a plan in place offers peace of mind and helps ensure your wishes are honored. For those with significant assets, taking time to understand estate planning means you can pass along the most value to your loved ones while easing any tax burdens they might face. In the following sections, we’ll share practical, tax-smart estate planning strategies to help you support your family and community long into the future.
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