Estate planning is the process of accumulating, preservation and distribution assets to achieve your financial goals during your lifetime, and to provide for your heirs according to your wishes at death. As such, estate planning is not a one-time event. Instead, it is an ongoing process designed to accomplish accumulation, preservation and distribution objectives, both during your lifetime and after your death.
The purpose of this guide is to assist you in understanding the estate planning process and to serve as a framework resulting in the development of a new estate plan or the updating of an existing plan. Read more: