When most people think of estate planning, they usually think about wills, trusts, and where your money goes after you die, but it’s actually much broader than that. It includes other things of which you might not be aware, and this report discusses them.
Before we begin, I would like to clarify that I am not an attorney. This is an educational report and is not intended to provide specific legal advice. Any legal work should be conducted by a licensed attorney, and tax considerations should be handled by a licensed tax accountant. If you need help selecting a qualified estate planning attorney to provide legal advice and write the required documents, we can help with that. They’ll often give you a discount because of my relationship with them. More on that later.