So What Really is Estate Planning?

Estate planning is more than just protecting and preserving your assets, it’s more than just wills and trusts. It’s taking your values and parenting wisdom, and making them timeless. It’s protecting your heirs both financially and emotionally. There’s a myth that estate planning, wills and trusts are only for the rich, that is so untrue. Sometimes simple and affordable acts can have thoughtful effects, rippling for multiple generations to follow. And regardless of our wealth, we all want to prevent fracturing our family’s relationships due to disagreements and misunderstandings caused by an ambiguous will, trust, or lack thereof.

Also, the government will try to seize as much of your assets as possible upon your death; however, with prudent estate planning today, we can utilize the many tools and strategies afforded us by the tax code to pass your assets on to your loved ones and maybe some preferred charities, instead of into a government general fund.

We can also arrange for the administration of your estate to happen in a private proceeding, not a public proceeding such as probate. This way, what you choose to leave behind and to whom, remains private. Finally, we can make sure that all of this happens in a way so that your gifts and your life is remembered and respected, and that should be how we define estate planning.

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