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A properly planned estate plan can minimize the financial burden and emotional stress on your family.

Liquidity refers to the ability to quickly and easily convert assets into cash without incurring a significant loss. Building liquidity into your estate plan can help to ensure that resources will be available to cover estate settlement costs, as well as any tax due.

Be sure to consult an estate planning team comprised of an attorney, tax advisor, and financial professional to help you develop the appropriate strategies for your situation.