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Financial Planning, Estate Planning James Yarbrough Financial Planning, Estate Planning James Yarbrough

What Illustrating Your Wealth Transfer Plan Can Show You at a Glance!

Estate documents are notoriously dense, but a lack of clarity about what’s in them may become an obstacle to implementation – and thus a barrier to your goals. Learn how an illustration or diagram of your wealth transfer plan can help overcome this disconnect by showing you at a glance all the pieces of your estate and the way they flow together to build the legacy you envision. 

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