Planning Your Estate
A primary purpose of estate planning is to distribute your assets according to your wishes after your death. Successful estate planning transfers your assets to your beneficiaries quickly and with minimal tax consequences. The process of estate planning includes inventorying your assets and making a will or establishing a trust, with an emphasis on minimizing taxes. In planning your estate, you may decide to consult an attorney, CPA or tax advisor for additional guidance.
A primary purpose of estate planning is to distribute your assets according to your wishes after your death. Successful estate planning transfers your assets to your beneficiaries quickly and with minimal tax consequences. The process of estate planning includes inventorying your assets and making a will or establishing a trust, with an emphasis on minimizing taxes. In planning your estate, you may decide to consult an attorney, CPA or tax advisor for additional guidance.