Estate planning

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. A major goal of estate planning is to minimize potential taxes without interfering with your other financial goals. Common estate planning issues addressed in the wealth management process include the transfer of wealth, minimization of transfer taxes, asset protection, charitable giving.

For most people, estate planning will:

Give you more control over your assets during your life
Provide care when you are disabled
Allow for the transfer of wealth to whom you want, when you want, at the lowest possible cost

Estate planning

For most people, estate planning will:

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