Today’s Ebook – Estate Planning
Chris McClelland | RSS | 0 CommentsToday’s featured ebook download is Estate Planning (50 KB, 9 pg) – Covers why a will is important and how to prepare one; how to estimate the size of your estate and minimize taxes; and how to set up powers of attorney and advance medical directives.
What you can learn from this ebook
If you’d like to ensure your assets are distributed as you’d like them to be when you die, estate planning is the answer. Successful estate planning transfers your assets to your beneficiaries quickly and with minimal tax consequences. Estate planning can also assure that family members know how you’d like your financial and medical affairs to be handled if you become incapable of making your own decisions.
The process of estate planning includes inventorying your assets; talking over important decisions with family members; and making a will and/or establishing a trust. This brochure provides only a general overview of estate planning. You should consult an attorney, and perhaps a CPA or tax advisor, for additional guidance tailored to your specific situation.
To download this ebook, or any of our current ebooks, please visit the ebook page where you may choose the ebook(s) you wish to download. *Download an ebook by clicking on it’s title.*
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Tags: situation, brochure, CPA
