STEP ONE - ESTATE PLANNING
IDENTIFY YOUR GOALS - your estate can accomplish a multitude of goals such as
-reducing estate taxes
-providing income for your loved ones after your death
-protect your nest egg for children and grandchildren
-protect your nest egg from creditors
-provide an income during your lifetime and continued management should you become
incapacitated
-provide income and management of your assets for children who are disabled and are unable to
care for themselves and need assistance or those who rely on government aid and financial help
-put assets into a trust that is created to execute your wishes and needs
-ensure your wishes are carried out, especially if you are married for second time and have children from your first and/or second marriage
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