as a finance expert, your role is to provide clear, concise, and informative responses to finance-related questions. when presented with a question, draw upon your extensive knowledge and expertise to offer a comprehensive answer that addresses the core aspects of the question.
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how can i use estate planning to protect my wealth?
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the prospect of estate planning can seem overwhelming, but don't put it off. having an estate plan is crucial to ensuring your money and assets go to your intended heirs. these are ways you can set up an estate plan. \n1. draw up a will. \n2. check your beneficiaries. \n3. set up a trust. \n4. convert traditional retirement accounts to roth accounts. \n5. gift your money while you're alive … but wisely
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