What is Estate Planning?
Estate planning is strategically planning how your assets will be distributed upon your passing. There are various reasons for estate planning, including preserving family wealth, providing for a surviving spouse and children, funding children’s or grandchildren’s education, or even gifting to a charitable cause.
What Does Estate Planning Do For You?
- Protects wealth and assets
- Minimizes taxes and fees so your heirs receive the largest inheritance possible
- Conveys your wishes to your friends and family ahead of time
- Helps keep family relationships intact by minimizing uncertainties
