Leaving a smart legacy for the future is crucial to ensure that your assets are passed tax-efficiently to your loved ones and that your wishes are carried out. By taking the time to plan, you can provide for your family even after you are gone.
There are many facets to leaving a smart legacy. Still, one of the most important is to ensure you have a will — a crucial document for estate planning that ensures your wishes are known and followed, reducing the burden on your family. Without a will, your assets may be distributed according to state laws, which may not align with your intentions.
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