In our experience working with successful female clients, we find they are focused on one question above all others: “What’s the plan?” Monthly or even annual portfolio performance doesn’t matter much to these clients unless they can see how it fits within the context of their overarching plan and how it gets them closer to their goals.

Yet as the professional and personal choices available to women continue to expand, more female investors are realizing that one crucial section of their overall financial road map remains hazy: namely, their estate plans.

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