WHAT IS ESTATE PLANNING?
Estate planning is the process of making sure that your assets are managed and distributed the way you want.
WHAT IS ESTATE PLANNING?
Estate planning is the process of making sure that your assets are managed and distributed the way you want.
Estate planning can also help preserve and protect your assets during your lifetime and after your death.
Key purpose of estate planning is to help ensure that all of your final wishes are carried out, in the most tax-efficient way possible, and that your estate’s value is maximized.
Writing a will is only the beginning.
Some Benefits of Estate Planning:
Minimize taxes and other costs
Avoid family conflicts and disputes.
Provide for—and protect—your dependents
Protect your assets and wealth.
Make a plan for business succession
Ensure your wishes are carried out
Plan for incapacity
Maintain privacy