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Coordinating Your Estate Plan

Speaking to an estate planning attorney to discuss what your needs are is important at any stage of your life. Do you need a will or a trust? Should you have a power of attorney? Whether you have a young family or getting ready to retire, there are unique challenges that you should discuss and evaluate. #EstatePlanning #WillsandTrusts #WealthManagement

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Disclaimer: All material discussed on this video is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this video may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.