Home News & Info Publications How We Can Help Definition of Good Planning Three Steps To Creating Plans That Work Define Your Goals Links About Us What Our Clients Say Contact Us	Definition of Good Planning Before we begin planning, it helps to define what we want to accomplish with life and estate planning. Then a plan can be judged by whether it meets the defintion of good planning: will it accomplish your goals when it is implemented. For most people, regardless of the size of their estate, the following definition includes their basic goals. The Definition of Effective Life and Estate Planning A good estate plan allows you to maintain control over your assets during your lifetime, with instructions if you should become disabled or incapacitated and someone else needs to take over. An estate plan that works is one that allows you to give what you have to whom you want,in the way that you want, and when you want. It is a plan that is maintained in order to be up to date when it is needed and which minimizes tax dollars and costs of administration. Common Goals of Life & Estate Planning Building and preserving your assets for your use; Caring for yourself and your family if you are disabled; Maintaining the control you want over your affairs; Passing on core values to future generations; After your death, leaving your assets in the way you choose, using your knowledge, caring and wisdom; Minimizing overall costs, taxes, and expenses for your estate.
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