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To many people estate planning is merely preparing a will to tell your executor what to do with what you own when you die. But, estate planning is more than just drafting a will. It includes tax efficiencies, wealth preservation, asset protection, efficient asset ownership, retirement planning and business succession planning.

Estate planning can include:

  • Will.  Appoints and directs your executor what to do with your property after your death.
  • Trust.  Allows you and your successor trustee to handle your assets in private.
  • Special Needs Trusts.  Provides for a disabled person without loss of government aid.
  • Healthcare Power of Attorney. 


Continue Reading Estate Planning is Tax Efficiency and Wealth Management