Ethan Kok, CFP®’s Post

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Helping busy professionals reach and navigate financial independence

"Why would you want to review my estate documents ❓ " We are not attorneys at Sage Wealth Planning LLC, but we frequently talk about preparing for the expected or unexpected transfer of your wealth. Making sure your estate documents match your wishes is incredibly important. In some cases, as your life changes, your estate documents need to as well! A few hours of your time spent with our team and an attorney can save your beneficiaries much more. We take pride in making sure this is an area of your financial plan that is staying up to date. #estateplanning #financialplanning

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