Estate Planning

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Why Estate Planning?

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death.

For most people, estate planning will:

  • Give you more control over your assets during your life
  • Provide care when you are disabled
  • Allow for the transfer of wealth to whom you want, when you want, at the lowest possible cost

Common estate planning issues addressed in the wealth management process include:

  • The transfer of wealth
  • The minimization of taxes
  • Asset protection
  • Charitable giving

Estate Planning References 

www.IRS.gov | Living Trusts 101 | Trusts & Estates