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VIDEO: Introduction to Estate Planning Thumbnail

VIDEO: Introduction to Estate Planning

by Leah Woodly


In this video, we discuss what estate planning is, the risks of not having an estate plan, who you may need to help develop your estate plan, and ways to get estate documents drafted at little to no cost.

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The Dorval & Chorne Advantage: Our firm believes financial planning is a process, not a product. Our clients have given us their trust. Our mission is to repay that trust by helping our clients attain their most important priorities regardless of their net worth. That is why we are passionate about helping you pursue your goals through focused and informed financial decisions. Through consistent, high-quality service, we are here to help you achieve the same comfort and stability we would want for our own family.

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.