09/03/2026
Estate planning is the process of arranging and organizing the management and transfer of your assets both while living and after death. Estate planning includes the bequest of assets to heirs and the settlement of estate taxes and debt. It can also include guardianship of minor children or pets.
Most estate planning takes place with an attorney, but there are websites that can help walk you through it. It’s still a good idea to meet with an attorney to make sure you consider all assets, debts accounts and the creation of a will.
Estate planning is for everyone, not just the wealthy.
Estate planning synonyms: legacy planning, inheritance planning, wealth transfer, succession planning, asset protection