Estate Planning

Estate Planning

A comprehensive estate plan is designed to meet three goals: minimize taxes, minimize transfer costs, and assure that assets are transferred according to the donor’s objectives. However, estate planning involves much more than the transfer of assets at death. A comprehensive estate plan also addresses lifetime giving as well as planning in the event of the donor’s incapacity, including asset management, addressing substitute health care decision-making, and considering arrangements to pay for long-term care.