What is estate planning? Many people would say it is a plan to transfer assets from an owner to a beneficiary, usually family members or descendants. In the family context, parents usually want their assets to take care of each other, and then upon their death, to ensure care for their children. Is it that simple? Is the only thing we want to bequeath to our children is our “stuff,” or do we want to pass on something more? Do we simply want to pass on our wealth, or do we want to pass on our wealth with wisdom?  

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