- 15 min15 minutes
Estate planning involves planning for how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated. Assets that could make up an individual’s estate include houses, cars, stocks, paintings, life insurance, pensions, and debt. Individuals have various reasons such as: 1) planning an estate, 2) preserving family wealth, 3) providing for surviving spouse and children, 4) funding children and/or grandchildren’s education, 5) leaving their legacy behind to a charitable cause and 6) most basic step in estate planning involves writing a will. Other major estate planning tasks will be advised by our team.
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