Estate Planning Basics

Estate Planning — An Introduction By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. More Details Steps to Estate Planning Success Steps to Estate Planning Success illustration. More Details Estate Planning Pyramid Estate Planning Pyramid illustration. More Details Advantages of Trusts A trust is a legal entity that is created for the purpose of transferring property to a trustee for the benefit of a third person (beneficiary). The trustee manages the property for the beneficiary according to the terms specified in the trust. More Details Conducting a Periodic Review of Your Estate Plan With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update. More Details