2015 Estate Planning Guide


2015 Web Estate Planning Guide

When you hear the phrase “estate planning,” the first thought that comes to mind may be taxes.  But estate planning is about more than just reducing taxes.  It’s about ensuring your family is provided for, your business can continue, and your charitable goals are achieved.  So make sure you have an up-to-date plan in place.

If you haven’t prepared an estate plan, this guide will help you get started. And if you already have a plan in place, the guide may offer strategies that you currently may not be employing. The guide covers:

• Estate Planning Basics
• Estate Taxes
• Lifetime Giving
• Charitable Giving
• Family Businesses
• Life Insurance
• Special Situations
• Community Property

We invite you to look through our guide and see which strategies might benefit you.  Please contact us for more information on the topics covered and how they may apply to your specific situation.  The guide automatically updates.  So you’ll always have the latest information available.

And remember, we’re always here Right, By Your Side!