What is Estate & Tax Planning?

March 11, 2015 – Estate planning is the process of anticipating and arranging for the disposal of an estate during a person’s life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.


What is a Will?

December 21, 2014 – In a will, the most basic estate planning document, you spell out who gets your stuff when upon death (otherwise the state decides, and it’s not always your spouse and/or kids), and who takes care of minor children (otherwise a judge decides).