Estate Planning is the process of giving your assets to who to want, the way you want, in the most efficient way possible. Estate Planning is not just for the disposing of assets, it is also a way to pass on your values and ideas – your intellectual capital, as well as lifetime beliefs, possibly multi-generational in nature, the things that you (and your ancestors) hold dear. Estate Planning is also for those persons who are interested in protecting their loved ones. Through the mechanism of Estate Planning, it is possible to protect against creditors, bad marriages, unwise behaviors, and predators.
We all need estate planning, and it is best practiced in a long-term, lifetime process. As laws and needs change, continuous education, planning and funding are essential. And, the decisions made regarding estate planning are among the most important decisions we make in our lifetime.
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