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The Andina Advantage

Estate Planning

You have worked hard to acquire the wealth and estate you enjoy. A product of your hard work and success is the challenge to transfer your wealth through proper estate planning. Andina helps you determine whether your assets, legacy desires, and philanthropic goals are properly aligned with legal structures and proper documentation.

Estate Planning in 4 Simple Steps

1

Step 1

Discuss how you want your estate handled upon your passing.
2

Step 2

Identify individuals to assist managing your estate as you desire.
3

Step 3

Draft and execute documents to accomplish your objectives.
4

Step 4

Communicate your desires and plan with the appropriate people.

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