Most people associate estate planning with the ultra-wealthy or the elderly. But the truth is, estate planning is not just about money—it’s about protecting your family, preserving your legacy, and ensuring your wishes are honored. It’s about planning for the inevitable with clarity and compassion, and avoiding unnecessary stress, confusion, or conflict for your loved ones.
At Dan White & Associates, we’ve worked with hundreds of families navigating the complexities of retirement and legacy planning. What we’ve learned is that estate planning is not a luxury—it’s a necessity.
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