Estate Planning PDF Print E-mail

Estate planning is the process of anticipating and arranging for the disposal of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

 

 

 

Estate planning involves the following:

  • Wills
  • Trusts
  • Beneficiary designations
  • Power of appointment
  • Property Ownership
  • Gift(s)
  • Tax deferrals/lowering/eliminating
  • Business succession or disposition