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What’s the Shape of Your Estate Plan?

October 14, 2012
The Intelligencer / Wheeling News-Register

Large, medium or small, we all have an estate. And one day, someone will inherit it. Will yours go to the people and causes you want? Will potential expenses and taxes be kept as low as possible? Will it cause divisions or unity among the people you love? Will it be a problem for your heirs to resolve?

Answering these questions is the reason everyone needs an effective estate plan. For most of us, the process isn't terribly difficult. Forethought and appropriate professional assistance work wonders in making sure that your wishes and values live on, with the least possible disruption to those you care for.

But what's the best way to start? Perhaps the following checklist will help you determine what you've already accomplished - and what still needs attention. Then, if needed, see a suitable professional adviser to make your wishes a reality!

Review the Basics

Ensure Your Family's Protection

Saving On Your Taxes

Protect Your Business

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