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Estate Planning and Wills

Estate Planning is the process of preparing a strategy to preserve and manage assets and wealth during a person’s lifetime while maximizing retention of control and benefit with the least amount of Federal and State tax implications. Estate planning also involves coordinating a plan to transfer the owner’s estate to their designated beneficiaries at death while taking into account each family’s unique situation and dynamics. Estate planning concerns minimizing or eliminating Federal and State income, estate, gift, & GST Taxes; preparing for incapacity; reducing or avoiding probate; asset protection and facilitating a plan for the most efficient estate settlement.

1 comment

  1. ancrowcoun

    This issue in brief reviews the impacts of the Philippines’ successful labor export policy on skills development and human capital growth within the country. Where did you get this information?

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