Estate Planning

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Estate Planning

Estate Planning is not some new idea that was created in the 80's. The affluent have been using estate planning principles for hundreds of years. The principles are simple. What is yours is yours. Your assets should be protected during your lifetime and distributed according to your instructions after your death. If you do not do a littel estate planning ahead of time you will not only loose control of your assets and the distribution thereof, but you might just find a new relative you didn't know you had. Uncle Sam.


Basic Estate Planning Guidlines


Estate Planning Goals

  • Minimize Death Expense

  • Avoid Death Tax
  • Assets to Proper People
  • Business Survival
  • Ease Burden on Your Heire

Estate Planning Tools

  • Proper Medical Coverage

  • Life Insurance
  • Wills & TrustsBuy
  • Sell Agreements
  • Long-Term Care Insurance


Planning one's estate is not terribly difficult. However, a poorly constructed estate plan almost always causes more harm than good. It is advisable to seek professional assistance to insure that your planning is solid and will accomplish your goals. For more information on estate planning visit our estate planning specialist site.

Estate Planning Specialist

Estate Planning Research