Estate Planning: Important Tools & Considerations (Self-Study)


Estate planning refers to the process by which individuals arrange and direct their property at death, as well as manage and dispose of their property during life. However, estate planning should encompass more than simply writing a will. It should include plans for non-probate assets, current or future disabilities, divorce or remarriage, inherited assets, or future children. A properly constructed estate plan can minimize uncertainty, future costs, and frustration for both the attorney and the client.

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