What is estate planning?
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Transcription
Estate planning is a process of helping a person transfer their assets upon death and how to avoid death taxes if you can.
The biggest problem that we see over and over again, is clients are so focused on forms or documents that they fail to realize that their assets fall typically in four categories.
We want to make sure that these four ways coordinate with each other so that they have an effective plan. Not simply a form that really has no meaning. That’s what we really mean about an estate plan.
