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May 25, 2023

Five Benefits of Estate Planning

Estate planning involves the preparation of documents such as probate, taxes and asset distribution usually in conjunction with professional advisors, that give direction on handing your affairs at disability or after death. While estates vary in size, nearly everyone has one. Included in an estate … Read more about Five Benefits of Estate Planning

Filed Under: Wealth Management

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Since 1977, The Prudent Speculator has delivered trusted investment research and market commentary to help individual investors build long-term wealth.
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Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain mutual funds. Investing involves risk, principal loss is possible, and there can be no assurance that investment objectives will be achieved. Past performance is no guarantee of future results. Registration of an investment adviser does not imply any certain level of skill or training.

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