Estate Planning, Wills and Probate
Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and often, as well, to retain considerable flexibility for the individual prior to death. A major concern for drafters of estate plans are Federal and state tax laws.
Wills and trusts are common ways in which individuals dispose of their wealth. Sometimes, though, it will be useful to make inter vivos gift (gifts made while the donor is alive) in order to minimize taxes. The Federal Gift Tax exempts certain levels of lifetime gifts which may lead the inclusion of program of such giving in an estate plan.
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