Estate planning is the process of preparing, coordinating, and arranging your personal and financial affairs during your lifetime. This is usually done by preparing Wills, Trusts, Advance Directives, and ensuring that a Fiduciary has access to Digital Assets.
Every individual has different goals. Some people wants to reduce or eliminate their estate, gift, and generation skipping tax burden. This is done through Wealth Planning techniques. Others would like to pass their business down to the next generation. This can be accomplished by engaging in Business Succession Planning.
Each of these topics is discussed in greater detail in the pages that follow. My goal is to simplify your life and assist you with your endeavors.