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What is Estate Planning? Comments

  • By Jocelyn Black Hodes, DailyWorth's Resident Financial Advisor
  • June 02, 2013

Estate planning is the preparation of a personalized plan to manage an individual's or family's assets before and/or after death that can include drafting wills and trusts and gifting and wealth transfer strategies to minimize estate taxes and ensure fulfillment of their financial goals. 

 

See Also:

Your DIY Financial Planning Guide

Ask An Advisor: What is a Reverse Mortgage?

Ask An Advisor: How Much Life Insurance Do I Need?

10 Questions to ASk a Financial Advisor

Don't Be Caught Dead without this Estate Planner

Ways to Reduce Taxes on Investments

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