Estate Planning

Most of us don’t want to think about what is going to happen to all of our “stuff” when we die. However, if you have loved ones, you probably want to ensure that they are not burdened with the task of deciding how to distribute your assets. Also, you won't want your beneficiaries to have to pay unnecessary taxes on your possessions and assets. What do you need to do to avoid this?

Essential Question

• What are your options, and the steps required, in estate planning?