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Sheppard-Estate Planning

Sheppardu2019s estate planning will encourage you to save for the future and help you to reach your long-term goals with one of our risk-managed plans.<br>

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Sheppard-Estate Planning

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  1. How We Help What We Do About Us Careers News & Views Contact Us Login Estate Planning HOME » ESTATE PLANNING Estate Planning Not just for the affluent or elderly, estate planning is for anyone interested in ensuring that their assets are passed on when death inevitably occurs. Those with inherited wealth face the added complexity of continuing the family’s legacy for future generations. We make it easy for you to pass on your estate with our transferable accounts. Very few individuals have estate planning documents in place, and as wealth increases, the necessity of planning for your succession must also increase. Find Out More Feature Sheppard’s tax-deferred annuity plan will encourage saving for the future and help you reach your long-term goals with one of our risk-managed plans. Estate Planning Overview Features Important Info At Sheppard, we want to help you plan for your future legacy. Estate planning is the act of preparing for the transfer of a person's wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one's estate. What Is Estate Planning? Why Is Estate Planning Important? Privacy - Terms

  2. When you die without a will or trust, the country in which you reside has laws that determine who will receive your assets, which may or may not be in accordance with your wishes. Unfortunately, if there are no proper records of your wants, your heirs may not have a choice. Interested in Estate Planning? Contact us to open an account! Contact Us Quick Links How We Help Who We Are Join Our Team Contact Us What We Do Privacy Policy     News & Views Terms & Conditions © Sheppard Securities Limited, 2021 Your Account

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