Whether it is a spouse, a child, a parent, or a grandchild, when we each leave this world, there is someone and/or some cause that we would like to each help. 

Estate planning is the process of transferring a client's assets to his or her spouse, children, or charity in the manner the client would like his or her loved ones to receive such property and in a manner the beneficiaries may make the best use of such a gift.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Differing Aspects of Estate Planning:

  • [Video] Basic Components of an Estate Plan

 

  • [Video] Trust & Partnerships

 

  • [Video] Asset Protection Against a Child's Divorce