What to Know About Estate Planning

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Estate planning is the process of creating a master plan for managing wealth during disability or after death. It’s an opportunity to choose to whom, how, and when assets will be distributed—ideally, at the lowest possible cost.

Common issues addressed in the process include navigating estate taxes, protecting family assets, funding charitable causes, providing financial security for loved ones, planning for children of a previous marriage, equalizing inheritances, and retiring from a family business.

Below are resources that will help bring a deeper understanding to some common tools available in estate planning.