Contact us now
+1-888-846-1732

Blog

“Begin With the End in Mind: The 6 Steps of The Estate Planning Process”

Daniel Collison provides a useful 6-step guide to thinking about estate planning in “Begin With the End in Mind: The 6 Steps of The Estate Planning Process”.

His points:

  1. Establish and Secure Retirement Lifestyle Goals
  2. Determine and Minimize Estate Taxation
  3. Determine Estate Beneficiaries
  4. Formulate Distribution Strategies
  5. Protect Estate Value
  6. Formalize Estate Documentation

The entire article is worth reading in full.

Leave a comment

Your email address will not be published. Required fields are marked *

Visit Us On TwitterVisit Us On FacebookVisit Us On Linkedin