How do I start estate planning?
An example of an AI chatbot conversation about starting estate planning effectively.
How do I start estate planning?
Starting estate planning involves several key steps. First, assess your assets and liabilities. Have you done that?
Yes, I have a house, some savings, and a few investments.
Great! Next, consider who you want to inherit your assets. Have you thought about your beneficiaries?
I want to leave everything to my children.
That's a common choice. You should also think about setting up a will or a trust. Would you like to know the differences?
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