Estate Planning Inventory Workbook eGuide

What happens to your assets when you're gone? Now is the time to ask...

What is Estate Planning and Why is it So Important?

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This FREE eGuide answers the following 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

Prepare now for the future and have peace of mind knowing that your estate is in good hands. 

Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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