Estate planning used to be of importance only to the very wealthy, but even middle-income earners who invest throughout their lifetimes can benefit from estate planning. Regardless of your financial status, it’s important to understand the basics of estate planning so that your financial and philanthropic goals are met even after you’re gone.
Here are some answers to estate planning questions we frequently receive:
What is Estate Planning?
Why do I need a will?
What will happen if I become incapacitated?
How will estate and inheritance taxes affect my estate?
What are my options for making charitable gifts?
How does titling of property and life insurance ownership affect my estate plan?
How can I protect my assets?