FAQs – Estate Planning
1. What is estate planning?
Planning how assets are managed and distributed after your lifetime.
2. Do I need a trust?
It depends on your goals and situation—an attorney can advise.
3. What are beneficiary designations?
They determine who receives certain financial assets.
4. Can estate planning reduce taxes?
Certain strategies may help, depending on your situation.
5. How often should I review my plan?
Every few years or after major life events.
