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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what strategies can i use to ensure my wealth is secure?
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here are some wealth preservation strategies that you can follow and implement: \n1. prepare a will\n2. use your estate tax exclusion\n3. title your assets to avoid probate\n4. monitor your retirement plan assets\n5. gift assets that you do not need to family members\n6. keep enough assets liquid to satisfy your estate taxes\n7. refrain from naming your estate as the beneficiary for life insurance\n8. know what assets you have and where you have them\n9. choose executors and trustees wisely\n10. meet with a financial advisor
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