Is Estate Planning for Rich People Only?

It is never too early to start estate planning, regardless of one’s level of wealth. In fact, the earlier one starts, the more time they have to develop a comprehensive plan that aligns with their changing circumstances and goals.

What is Estate Planning?

Estate planning is a multi-disciplinary endeavor for designing a program for the effective management, enjoyment, and disposition of property – personal and real – of the planner at the least possible tax cost and avoidance of probate.