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Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. A major goal of estate planning is to minimize potential taxes without interfering with your other financial goals. Common estate planning issues addressed in the wealth management process include the transfer of wealth, minimization of transfer taxes, asset protection, charitable giving.

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. A major goal of estate planning is to minimize potential taxes without interfering with your other financial goals. Common estate planning issues addressed in the wealth management process include the transfer of wealth, minimization of transfer taxes, asset protection, charitable giving.