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The GUARDIAN SOCIETY Some commonly asked questions about planned gifts. Q. Why should I designate a charity in my will? A. You can choose how you want to distribute your assets instead of someone

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3. Consult a financial advisor: If you are unsure about how to proceed or need professional guidance, consider consulting a financial advisor. They can provide personalized advice based on your financial situation, risk tolerance, and goals. A financial advisor can also help you understand the investment forms and ensure accurate completion.
4. Complete the investment forms accurately: Read the investment forms carefully and provide all the required information accurately. This may include personal details, financial information, investment options selected, and any supporting documents. Double-check the forms before submission to avoid any mistakes.
5. Review and understand the terms and conditions: Take the time to review the terms and conditions associated with the investment. Understand the fees, charges, lock-in periods, exit options, and any potential risks involved. If you have any doubts or questions, seek clarification from the investment provider or your financial advisor.

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1. Individuals who want to grow their wealth and achieve financial goals
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