09/05/2026
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Having an estate plan is important, but is your plan actually connected to your assets?
Your will or trust may express your wishes, but your asset ownership and beneficiary designations can also affect how those wishes are carried out.
Our latest blog explains why a funding strategy is an important part of making your estate plan work as intended.
Read the full blog here:
https://www.reflectionslifeplanning.com/post/your-estate-plan-has-a-goal-does-it-have-a-funding-strategy