Estate planning is the acquisition, preservation, and the
disposition of one's assets.
The usual focus is on the transfer of these assets at death.
While Estate Planning focuses on the disposition of your
assets after your death, it can also involve planning for
the use of your assets for your care if you become unable
to manage your own affairs during your lifetime.
There are many "tools" that can be used to implement an estate
These tools include ownership of assets with a right of survivorship,
beneficiary designations, powers of attorney, and living trusts.
All these are important, but the foundation of a solid estate
plan will be a Will or a revocable living trust.
These can easily be implicated using your lawyer and the
assistance of a financial adviser.
At David Hinds Financial, we provide a free Advisor Planning
service, which can help to integrate your Estate Planning
needs with other financial needs such as insurance and retirement