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WORKBOOK

LEARN HOW TO CREATE AN INVENTORY OF YOUR ASSETS

Get Your Workbook

This eGuide answers these key questions:

  • Why is Estate Planning so Important?
  • What Information Do I Need for Estate Planning?

Content:

  • What is Estate Planning?
  • Why is it Important to Have an Estate Plan?
  • Gathering Your Information
  • Personal Information
  • Where to Save This Inventory
  • How SVA Can Help
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Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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