Estate planning can be simply defined as the complete process of planning an estate. The components of a successful estate plan would include:
- Estate creation and conservation during the owner’s life;
- The minimization of estate shrinkage at death;
- The creation of adequate liquidity for estate settlement costs and;
- a plan for proper estate distribution to the owners’ heirs
We recommend that you work with professionals (estate attorneys, CPA’s, financial planners) to create your estate plan. The articles on this website are not presented as legal or tax advice, but are there to provide you with basic information to assist you and your team with your planning:
Life Insurance for Estate Planning
Estate Planning – Community Property States
Estate Planning – Transferring Property at Death – Wills and Living Trusts
Estate Planning Tips – Hiring an Estate Planning Attorney
Financial Planning for Parents of Special Needs Children
Life Insurance for Estate Planning