By Rohit Punyani, Co-Founder
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14 Feb, 2024
You’ve spent your entire career building your legacy and preparing for the retirement of your dreams.
The last thing you want is for someone else to determine who gets what after you’re gone.
That’s where your estate plan comes in.
Although estate planning can sound complicated, it really boils down to your answering the question, “Where do I want my assets to go after I’ve passed away or become incapacitated?”