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Articles

Everyone Needs a Plan: Get Organized with SVA’s Estate Planning Worksheet

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to

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Women and Financial Planning: 5 Steps to Consider

Women represent the largest proportion of influence over wealth. They own more than half (51%) of all U.S. personal wealth and they’re on track to inherit two thirds of the wealth ($22 trillion)

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