This mini-episode is inspired by one of the most common questions I get from clients and advisors alike: “What is estate planning?” We hear about it all the time, but what does it actually mean?
Spoiler alert: it’s more than just writing your Will!
I break down:
- The core documents that make up an estate plan
- The "investigation" stage
- Understanding the "little" tax and the "big" tax
- Death folders
Estate planning is about more than documents. It is about communication, preparation, and making life easier for the people you leave behind. It is a team effort, and it is never too early to start!
For more information on this topic, check out Season 2, Episode 10 of the Podcast, "Estate Planning 101 with Christine van Cauwenberghe".
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