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Estate planning 101

Estate Planning 101: A Comprehensive Guide to Protecting Your Legacy and Your Loved Ones

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Estate planning is the process of deciding how your money and property will be managed and distributed if you die or become unable to make decisions for yourself. It can also help you determine who will make important financial and healthcare decisions on your behalf and who will care for your minor children. This guide covers the fundamentals of estate planning, including how different asset transfer methods, such as beneficiary designations, asset titling, wills, and trusts, work together. We will also introduce several advanced tax-planning strategies, including A-B trusts, Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRTs), lifetime gifting, and 1031 exchanges.

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