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The document discusses the key elements of a successful estate plan, including documenting an individual's wishes, using the proper legal documentation, and accounting for changes over time. It emphasizes establishing a living trust to avoid probate and control how assets are distributed after death. Regular updates are important to ensure an estate plan still meets an individual's goals as their personal situation and laws change.
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- 2. Estate Planning Overview Most Estate Plans Just Don’t Work!
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- 4. Estate Planning Overview Definition of Estate Planning I Want to Control My Property While I’m Alive and Well; Plan for Me and My Loved Ones if I Become Disabled;
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