What is Estate Planning?

  • 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. 


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