what is estate planning

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Estate planning is the legal and financial process ofassing the baton?to the next generation. It making sure that responsibility and wealth are transferred to the right people in the right way. You don want the handoff to be sloppy.

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  • What is the purpose of estate planning?

  • Updated Jun 25, 2019. Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes.

  • What is included in the estate planning process?

  • Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law. Estate Planning Basics.

  • What is’estate planning’?

  • Estate Planning. What is ‘Estate Planning’. Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.

  • Do you have an estate plan in place?

  • Knowing you have a properly prepared plan in place攐ne that contains your instructions and will protect your family攚ill give you and your family peace of mind. Estate planning is one of the most thoughtful and considerate things you can do for your loved ones.

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