Estate Planning

The purpose of Estate Planning is to develop a plan that will enhance and maintain financial security for you and your family. There is a misconception that Estate Planning only deals with property that one leaves at death. In reality, it deals with the accumulation, conservation, and distribution of financial assets, as well as offering you and your family privacy and peace of mind.

Some of the Estate Planning Workshop Agenda Topics are:

The Importance of an Estate Plan
The Problems if You Fail to Plan
Understanding Property Title and Ownership
Understanding Various Wills and Trusts
The Impact of Lifetime Transfers by Gift
Transfers at Death
What Goes Into Your Gross Estate
Understanding Basic Estate Tax Deductions
How to Develop an Estate Planning Team

Workshops