financial planning

Estate Planning and Tax Strategies

Estate Planning


Believe it or not, you have an estate. And every estate benefits from estate planning. In fact, nearly everyone does. Furthermore, your estate consists of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. In addition, everyone has an estate and something in common—you cannot take it with you when you die.

According to 2022 survey on estate planning…

(’s online survey was conducted Dec. 21-23, 2021 and included 2,644 adults ages 18 and over.)

Have plans in Place
Haven’t Gotten around to it!
Say it’s too costly
Don’t Know How