1: You Need a Good Estate Plan2: What is a Good Estate Plan?3: One Size Does Not Fit All4: Minimizing Your Tax Liabilities5: The Basic Planning Tools6: Who Can Help You7: What Are You Waiting For?Sample Bequest LanguageDownload a Sample Codicil Form
A good estate plan will help you anticipate the future and manage the present. It is in your best interest and that of your heirs to make certain your intentions are clear.
Estate planning is usually not a do-it-yourself project. You’ll be faced with critical decisions that only a professional estate planner can help you make.
Simply defined, estate planning is the process of thoughtfully providing for the efficient transfer of your assets to your heirs and charitable interests in accordance with your wishes. It is a testament that affirms not only how your estate will be distributed, but also what kind of a legacy you will leave behind and the impact it will have for future generations.
Estate planning isn’t just for the rich or older people. Everyone should do it. It can begin with the simplicity of writing a will, but it can also involve trusts, changing beneficiaries of life insurance policies and retirement accounts, selecting guardians for minor children, providing lifetime income for yourself and others, minimizing taxes and other estate settlement costs, or passing on business interests and providing for your charitable interests.
Here you can learn how to get started. A little informed preparation can go a long way in building your confidence in this process.