Estate Planning

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What Is Estate Planning?

Estate planning is the process of using professional advisors who are familiar with your goals, concerns and assets to organize your estate. Estate planning covers the transfer of property at death as well as a variety of personal matters including, but not limited to:

The principal document that is most often associated with this process is your will.

Choosing the Right Estate Plan

The following is a general guide to possible estate plans for individuals in different stages of life:

Do I Need an Estate Planning Attorney?

A consultation with experienced Estate Planning Lawyers is essential to crafting an estate plan that is sensitive to both your needs and those of your loved ones. A lawyer will know which type of will or trust is right for you, and do their best to limit your tax liability.

Vea esta página en español: Planeación del Patrimonio o visita para más información legal.

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Last Modified: 02-01-2017 02:14 PM PST

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