Michelle Tucker, CPA/PFS/CFP®/JD
michelle@3dwealthadvisors.com
 
 




Estate Planning Basics

Estate Planning — An Introduction
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.
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Steps to Estate Planning Success
Steps to Estate Planning Success illustration.
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Estate Planning Pyramid
Estate Planning Pyramid illustration.
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Advantages of Trusts
A trust is a legal entity that is created for the purpose of transferring property to a trustee for the benefit of a third person (beneficiary). The trustee manages the property for the beneficiary according to the terms specified in the trust.
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Conducting a Periodic Review of Your Estate Plan
With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.
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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.