Questions to Ask When Drafting an Estate Plan. Because you’ve worked hard to create a secure and comfortable lifestyle for your family, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about.
A qualified financial professional and tax professional can help ensure you are minimizing taxes and maximizing gains for your heirs. You can bring this four-part checklist to your initial meeting to discuss how to make your plan comprehensive and up-to-date.
Part 1: Communicating Your Wishes
Part 2: Protecting Your Family
Part 3: Reducing Your Taxes
Part 4: Protecting Your Business
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