Without proper planning, estate settlement can become a nightmare for your beneficiaries. The following information will help you get started. Call me to discuss.
In simple terms, estate planning is the process of planning how your assets will be distributed upon your death.
There are three main reasons for estate planning:
- Make sure your assets are distributed the way you want
- Make sure your assets are distributed in the most tax efficient manner
- Make the settlement process as simple as possible for your loved ones in their time of grief.
Call me to discuss your estate planning objectives.
The commentary in this publication is for general information only and should not be considered legal, tax, or other professional advice to any party. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation.