10. Are your savings working for you rather than against you in taxes and long term care planning?
Most people spend a lifetime of hard work, sacrifice and savings to build up a nice nest egg for retirement and eventual distribution to their loved ones. It is a very sad fact of life today that part or all of a hard working family's estate can be lost to taxes, lawyers and probate fees and long term care costs. All this can be avoided with proper estate planning and by working with a team of professionals. You can preserve, protect and pass on every dollar that you have saved and leave a legacy of proper planning for your loved ones.
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