Estate Planning

The purpose of Estate Planning is to maximize the estate for heirs while reducing taxes and other expenses.  Estate Planning is the creation of wealth, the preservation of wealth and the conservation of wealth at the time of death.

Like any planning, the process of creating an Estate Plan includes the following steps: 

  • Identify your estate planning objectives
  • Gather Information about your current situation
  • Analysis of current situation
  • Document an appropriate strategy and the eventual outcome of that strategy
  • Identify Action Steps required to implement the strategy
  • Make decisions for action

Estate Planning Documents

  • Last Will and Testament
  • Power of Attorney for Property
  • Power of Attorney for Personal Care


Contact us for your free copy of Smart Tips for Estate Planning by Jim Yih
An essential guide for anyone looking for knowledge and information on Estate Planning.