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