Introduction To Estate Planning

There are many good reasons to plan your estate. The obvious one is to provide for the orderly disposition of your affairs and assets when you die, and to direct who will receive your property when you die. Through estate planning, you may reduce or eliminate estate taxes on your property when you die. By planning your estate, you may avoid probate.

Estate planning is a process. The process generally has two parts. One part involves planning for the management and disposition of your property both during your lifetime and after your death. The second part is planning for your own personal and health care in the event that you are no longer able to provide for such care.

Like many people, you may think that estate planning only requires the preparation of a will. But estate planning encompasses much more. As you will see, estate planning may involve financial, tax, medical and business planning, as well as the preparation of a will.

The links below will provide you with general information about estate planning that should only serve as the basis of discussions with your professional advisors, not as the basis for financial decisions. Seek the advice of qualified professionals as some of the topics discussed require legal and financial decisions that are beyond the scope of what this web site can provide. Be sure to read the disclaimer.

What is Involved in Estate Planning?

What is Included in My Estate?

Who Needs Estate Planning?

Who Should Help Me With My Estate Planning Documents?

What is a Will?

Understanding Wills.

Understanding Probate

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Be sure to read the disclaimer.

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