Estate planning is a process by which individuals and families plan for the transfer of their assets and affairs upon death or incapacity. This process involves creating a comprehensive plan that will ensure that the individual‘s wishes are respected, that taxes and other expenses are minimized, and that the assets are managed and distributed according to the individual‘s wishes. Estate planning may involve wills, trusts, insurance policies, charitable giving, business succession planning, and other strategies. The purpose of estate planning is to ensure that assets are transferred efficiently and that the individual‘s wishes are respected. Visit our website at www.jacquesrobert.com for more information on Wills and Estate Planning.
