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Estate Planning

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:

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