From Your Perspective:
Transferring your wealth
Home > Investing Goals: Estate planning > Transferring your wealth > Value of an estate plan
   
TRANSFERRING YOUR WEALTH
1. Transferring your wealth
2. Organizing your estate
3. Wills & probate
4. Preparing a will
5. Working with an estate planner
6. Choosing executors
7. Trust basics
8. Estate planning with trusts
9. Estate taxes
10. Retirement plan beneficiaries
11. Beneficiaries of IRAs
12. PODs and TODs
13. Value of an estate plan
 
Print and Go
Printer
Download PDF
(812 KB)
 
INVESTOR TOOLKIT
Dictionary
Calculators & Worksheets
Games & Quizzes
Email a Friend

Value of an estate plan

Through careful planning, you can simplify your estate, provide for people and causes you care about, and maintain the value of what you’ve worked hard to accumulate and accomplish. In fact, estate planning is a natural extension of the financial planning you’re doing already, based on the values you hold and the plans and goals you’ve made for your life.

The best time to start your estate planning isn’t ten or twenty years from now — it’s now. And as your life and your plans grow and change, you should see to it that your estate plan grows and changes too.

         
   
BACK    

 

 
Copyright | Contact Us | Link to Us | About Us | Partners | Privacy | Site Map