| Estate Planning Overview | |
| Estate Planning can be considered the entire field of knowledge that pertains to building, preserving, and transferring one’s property to the next generation.We encourage you to become familiar with all of the information we have on our web site, as it pertains to estate planning. This is far too important a subject to leave until tomorrow – when it may be too late. | |
| Estate Planning Basics | |
| The basics of a comprehensive estate plan, include many key documents, starting with the following:The Living Trust* Last Will and Testament * Advanced Health Care Directives | |
| Advanced Estate Planning | |
| While a properly drafted and funded Living Trust is the cornerstone of an effective estate plan, for many families, a trust is the beginning, and not the end of the estate planning process. Additional techniques are available to help you minimize taxes, maximize charitable giving, and properly structuring your beneficiaries’ inheritance.The Family Limited Partnership * The Life Insurance Trust | |
| Estate Planning Resources | ||
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