“What is Estate Planning?"
Estate Planning is not only for the wealthy. If you agree with the following statements then you are a candidate for a thoughtful and comprehensive estate plan:
1. I want to control my property while I’m alive.
2. I want to take care of me and my loved ones if I
become disabled.
3. I want to give what I have to whom I want, the way I want,
and when I want.
4. I want to pass on to my loved ones, not only my financial
wealth but also my intangible wealth, including my
intellectual, spiritual and human assets.
5. Furthermore, if I can, I want to save every last tax dollar,
professional fee, and court cost legally possible.