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Estate Planning – Part 1

Estate planning is the process of planning for the disposal of property during life, at death, and after death in a manner that best carries out a person’s desires, while minimizing income, gift and death taxes. The following list contains common matters you need to arrange for, part of a comprehensive estate planning package. 5 […]

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Estate Planning – Part 2

5 STEPS TO PLANNING YOUR ESTATE PREPARE A WILL A will at a minimum should cover: Common Problems found in wills include: Naming the wrong executor/personal representative Such as a family member who may lack expertise. Besides handling the estate in a manner consistent with your wishes, the executor is personally responsible for the estate-tax […]

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