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Are you someone who thinks that estate planning is just an obscure thing people only need to do if they’re ultra-wealthy? Well, keep reading to find out who should be doing estate planning!

Wondering when to use a trust for estate planning? You’re not alone. Estate planning is a complex topic. The answer will depend on where you live and what your goals are.

Estate planning involves arranging for the management and distribution of your estate during your life and after death.  

Estate planning is not a one-time event; it should be regularly reviewed and updated to reflect changes in your life circumstances. 

A critical factor in creating generational wealth is enhancing both your and your family’s financial literacy. 

Once you’ve reached a certain level of success and financial well-being, creating generational wealth may become a priority.

One of the most common mistakes people make is having unrealistic expectations when establishing financial goals.

A self-limiting belief is your perception of yourself or others that keeps you from achieving what you want.

Limiting beliefs about money are any beliefs you have about money that hold you back from your dreams and goals. 

A limiting belief is a deeply ingrained thought or conviction that restricts a person’s potential by creating self-imposed barriers.