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Title: Estate Planning Process Your Guide to Creating a Lasting Legacy

United States, 8th Sep 2025 - Planning your estate can feel like a big task, but with the right guidance, it becomes a straightforward and empowering experience. At Fishbein Law Group, we take the stress out of the process by leading you through each step in a clear and organized way.Whether you’re creating a plan for the first time or updating existing documents, our goal is to ensure your wishes are honored and your loved ones are protected. Here’s an overview of our step-by-step approach to building a strong estate plan.Step 1: Complimentary Initial ConsultationEvery plan begins with a conversation. During your first meeting, we take the time to learn about you, your family dynamics, and your financial picture. This is also when we help you start identifying your priorities, which may include:Understanding the differences between Wills and TrustsDeciding how best to avoid probate and maintain privacyProtecting minor children or dependentsPlanning for blended families or unique family situationsAddressing concerns about taxes, incapacity, or business successionYou’ll receive a detailed estate planning questionnaire and asset worksheet to help you get organized and prepare for the next steps.Step 2: Customized Strategy DesignFor many clients, the design of their plan begins during that very first consultation. Once we fully understand your needs, we start shaping a plan that reflects your goals and values.This stage includes:Deciding between a Will-based or Trust-based planSelecting key decision-makers such as trustees, powers of attorney, and guardiansDetermining how and when assets will be distributedAddressing specialized planning needs, like multi-generational wealth transfers or special needs considerationsBy the end of this stage, you’ll have a clear vision for a...

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