Transform your financial future with tax and estate planning
The Role of Estate Planning
Estate planning is the process of arranging the management and disposal of your estate during your life and after death. This includes creating wills, trusts, power of attorney, and healthcare directives. A well-structured estate plan can minimize estate taxes, avoid probate, and ensure that your assets are distributed according to your wishes. Trusts, for example, offer a way to manage your estate while providing for loved ones, potentially reducing the tax burden on your heirs2.