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What About Wealth?

What About Wealth?

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January 31st 2012:Estate Planning 101 – What We Wish Every Client Knew Before they Walk in the Door.

What is estate planning? Who needs it? How do you know where to start? How do you know when you’re finished? When do you need a trust? When is a Last Will and Testament enough? What are powers of attorney? Is probate good or bad? Do you want to avoid it? If my estate is small enough that I will not owe federal taxes, do I still need to plan? What’s the difference between estate planning and asset protection? Will someone plan for me if I don’t do it? What if my children or grandchildren are not good with money? What if I have no children? Is estate planning the same as dynasty pla

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