Estate Planning & Living Trusts

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2. What is an estate?

First, what is an estate?

Your estate is simply everything you own -- your home, other real estate, bank accounts, investments, retirement benefits from your employer, IRAs, your insurance policies, collectibles, and personal belongings.

When you start adding it up -- especially when you add in the death benefits from your insurance policies -- you may find, like most people do, that you actually own a lot more than you think.

Now, why do people do estate planning?

 

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