Introduction to Estate Planning

Click on this link to view the article in pdf format

Estate planning is a highly personal process of creating, and then maintaining, arrangements for managing your assets during your lifetime and then disposing of them at death. Your estate plan must be designed to meet your needs and the needs of your beneficiaries as efficiently as possible, with the least disruption to the personal and financial well-being of those involved. At the outset, the process requires not only an assessment of your assets and objectives, but also an understanding of the legal and practical considerations that apply to estate planning.