The Definition of a Quality Estate Plan

A Quality Estate Plan is a loving, complete and effective estate plan.  Here’s the best definition of quality estate planning that we’ve ever found.  For a couple, it reads like this:

  • We want to keep control over our property as long as we’re alive;
  • Continue to take care of ourselves and our loved ones if we should become disabled;
  • Give what we have, to whom we want, when we want, and in the way we think best;
  • Leave a meaningful legacy that preserves our values and our family’s heritage for future generations;
  • Furthermore, if we can, we want to save every last tax dollar, professional fee and court cost legally possible.

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