ESTATE PLANNING

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. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.

 

For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you'll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal.

 

Here, you'll need to use more sophisticated techniques in your estate plan, such as a trust. We are here to help you understand what estate planning means to you, and then together we will seek out the professional advice to implement the right plan for you.

America's Retirement Reality Check by Nancy Ellis and David Ellis
ARE YOU PLANNING FOR YOUR RETIREMENT LIKE YOU PLAN FOR VACATION?
ARE 
YOU
ON TRACK?

© 2018 LAAM Partners Group (License #0E55348)

Life insurance policies described, quoted, shown and illustrated throughout this website are not available in all states and may include those listed on our Carrier Domicile/Disclosure Page.