Estate Planning, Wills, Probate and Transfer of Assets

A will allows the testator (the person creating the will) to specify:

• Who receives property at the testator’s death
• Whether beneficiaries receive gifts outright or in trust
• Who will act as personal representative
• Who will be the guardian of minor children

In the absence of a will, these matters are settled by state law.

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Financial Planning Guide

Financial Planning comes in many forms – Budgeting, Saving, Investing and Understanding the Tax Implications of the various strategies.  Learn more by clicking on the “Download Article” button.