3 Estate Planning Steps Every Family MUST Take for Inheritance

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When it comes to estate planning, it's critical to understand the steps you need to protect your family and assets. In this video, I explain what estate planning is and why creating a certified trust and estate planning strategy is essential. Discover how to protect yourself and your loved ones with adequate estate planning, ensuring you’re prepared for every scenario.

Taking the right actions with estate planning do the right thing can provide peace of mind and clarity for your future. I’ll also share estate planning and inheritance advice that aligns with both retirement planning and estate planning needs. Having a solid inheritance plan is the foundation of a secure future.

If you’re wondering how estate planning explained applies to your situation or want to know how it connects to asset protection, this video is for you. From creating retirement planning strategies to drafting the estate planning document you must have; I’ll guide you through every critical detail. Don’t leave your financial planning to chance—get started today.
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I'm Daniel Masuda Lehrman, CFP®, CSLP®, a fee-only fiduciary financial advisor who helps inheritance leavers and receivers manage their wealth responsibly.

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** This post is general education - not financial, tax, or legal advice. **