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Estate Planning is the process of developing a plan that will increase and maintain the financial security of an individual and family by arranging for the conservation and transfer of one's wealth in the most tax-efficient way. This process is often accomplished by a team of professionals which may include an attorney, an accountant, a life insurance agent, a trust officer and a financial planner.
A good Estate Planner will coordinate all of these professionals, understand your goals, your situation, your family, your plans, and your dreams, and work with you to create a cohesive plan to optimize your financial situation. Good Estate Planners easily pay for themselves in tax savings and investment advice. Shop around and thoroughly inverview many until you've found one whom you trust and with whom you are personally comfortable.
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