As you consider developing an estate plan, whether your goal is to provide for your family, protect assets, prepare for end-of-life decisions or, perhaps, some combination of all these, there are a number of steps to consider. Of course, it is always advisable to consult with legal and tax specialists to help guide you through[…]
Estate Planning Primer Part 2 – The steps to successful estate planning
By diamondcpas Estate Planning Jun 10, 2021
Whether you realize it or not, you need an estate plan. There is a perception that estate planning is for older folks with substantial assets and family members they want to leave their estate to. But, financial experts agree, that is just not the case. Estate planning is for everyone, because when the time comes[…]