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Estate Planning

Estate Planning refers to the wide array of activities concerned with the analysis of an estate owner's financial affairs and the arrangement of those affairs in a manner that best achieves the estate owner's objectives.


One definition of Estate Planning is “determining and expressing method or methods of arranging or rearranging a person's property to accomplish the goals of the client.” Estate Planning experts take that definition one step further and define estate planning as “rganizing the resources of the estate to adequately provide for the present and future needs of the surviving family.