Estate Planning
Estate Planning Attorney

Preparing to Meet with an Estate Planning Attorney

Estate Planning is the aspect of Legacy Planning in which plans are made to protect and provide for your family members in the event of your death. This article provides extensive information to help you prepare for meeting with a Trusted Professional Estate Planning attorney. In addition, we have provided a list of information for you to assemble to assist the attorney in properly planning your estate.

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Estate Planning

Planning Your Legacy and Estate

The concept of legacy planning has evolved into an exciting new holistic form. Up until now it might have been referred to as estate planning, wealth transfer planning or estate tax planning. Letís explore the evolution of legacy planning and how you can use this information to incorporate legacy planning into your overall financial plan.

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Legacy Planning

Philanthropic Charitable Legacy Planning

The fastest area of growth within financial planning is Philanthropic/Charitable planning.  There has been increased attention in this area recently, highlighted by the philanthropy of Warren Buffett, Bill Gates and Bono have done.  An increasingly number of people today desire to learn about legacy planning, so that they can provide maximum impact to the world now and after they pass.

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Legacy & Estate Planning

Legacy & Estate Planning with a High Net Worth

This article will further the discussion of legacy planning continued from the previous article, to address the additional concerns and needs high net worth people have, and to provide you a starting point for beginning the process.

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