December 18, 2017

Estate Planning

Estate-Planning-Folsom

What is Estate Planning?

Estate planning is a broad term that includes preparation of wills and trusts, gifting issues, including contributions to charitable organizations and other issues relating to the distribution of estates, including tax issues and insurance. Often estate planning includes strategies to avoid probating an estate. We believe estate planning should always be a part of business planning, where wills, trusts, and all aspects of an estate plan need to address both individual and business needs.