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Article: The plan for you: we ask the experts about estate-plan basics in various life stages.(Estate Planning)

Article from:
Indiana Business Magazine
Article date:
August 1, 2004
Author:
Copyright

PLANNING FOR THE LIFE stage you're in--single or married, with small children or grown, wealthy or just comfortable, passing on a business or wanting to leave it all to a charity--that's where your financial advisors come in. They'll make sure your wealth is handled in the manner you wish and, of course, ensure that you give as little as possible to the tax man.

A will is the indisputable and indispensable first order of business for estate planners, regardless of assets. "Get a will. Have a professional do it, and keep it up to date and current with life changes," urges Charles Mosbrucker, trust officer with Community Trust & Investments in Noblesville.

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