Estate Planning Guide

Everything you need to know about estate planning

 

Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.

It will help you cover off important topics such as: 

• Creating valid and current Wills for all adults in the family
• Evaluating insurance coverage
• Understanding ownership structures (i.e. the use of Joint Tenancy agreements)

• Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)

• Planning charitable gifts