a coordinated strategy for conserving the assets you accumulate during your lifetime, and distributing them according to your wishes at the time of your death
a design for distributing and preserving your estate
a design for the conservation, use, growth and ultimate disposition of assets during our working years, through retirement and after we die
a fairly specific statement of how you wish to conserve and protect your material wealth
a legal document that illustrates, in detail, your wishes should you die without giving out all of your money and assets in exactly the way you planned
an arrangement for the use, conservation and transfer of one's wealth
a plan, not just a form will or living trust
a process of evaluating what people want done in the event of serious illness or death
a series of legal documents (including a will, trust, and durable powers of attorney) that give guidance and direction to your family and your trustee about how to carry out your wishes
a systematic plan for the accumulation, conservation and distribution of an estate
a very personal document, which reflects your goals and designates the distribution of the estate, which God has entrusted to you
a way to organize your life so that you and your family are protected in case you are injured, become ill or die
a written expression of how you want your assets to be owned, managed and preserved during your lifetime and how you want them disposed of upon your death
a written expression of how you want your assets to be preserved when you are alive and where they will go after your death
a written plan that describes how you want the assets of your estate to be owned, managed and preserved during your lifetime, and how you want them distributed or disposed of upon death
An arrangement for the management and disposition of a person's property during lifetime and at death. This can be accomplished by a will, trusts, gifts made during life, or a combination of these.
The overall plan devised by the estate planning professional with the help of the grantor, to pass the estate of the grantor on to the remainder beneficiaries. This plan usually includes wills, trusts, right to die documents, limited partnerships, limited liability companies, and related documents as drafted by the attorney. There may also be provisions on how to manage the assets of the grantors while they are still alive and capable, or if they should become incapacitated.
A plan that details the disbursement of one's property at time of death, incompetence, or disability.
A plan to transfer all of your property from one generation to the next.
A plan to organize and manage an individual’s possessions and, after death, to arrange for the disposition of those assets for the benefit of their heir(s).
Determines how the administration and disposition of one's property will be handled at death. Plan reviews will, trusts, gifting, power of attorney, etc.
A plan for the disposition of one's property at death, including the handling of property in the event of the incompetency or total disability of the estate owner. A will is part of an estate plan.
A plan that addresses how best to preserve an individual's assets after the individual dies. Life insurance is often an important part of an estate plan.