Use the right tool for the right job in the right way!

Agreeing with the principle is easy, deploying it is more complex. Before you can use the right tool, you must know it exists. “If all you have is a hammer, everything looks like a nail” [1]  If you are comfortable with a single tool, then you may believe it to be the answer to every problem. The same truth applies in estate planning.

At its core, estate planning is the process of organizing the transfer of your assets in preparation for your death or future incapacity. A comprehensive estate plan anticipates and arranges for the management and transfer of your assets according to your priorities.

Estate planning requires integration with your financial, retirement, and business plans. It can also intersect with the estate plans of others. While many know about and use a Will or powers of attorney to plan their estate, fewer understand the robust estate planning tools available to match a growing or complex estate.

A complete estate plan is built through collaboration between you, your trusted advisors and, in many cases, your business partners and loved ones. To build the best outcome you must understand the tools available, how best to use them, and ensure they are proportionate to your circumstances.

The team at WARDS LAWYERSPC has the experience required to choose the right tools for your toolkit and ensure they are used correctly to meet your estate planning needs. We encourage you to contact us with your estate planning questions, including any questions you may have about business succession, inter-vivos trusts, cash gifts during your lifetime, and transferring legacy properties. We welcome the opportunity to build a plan together that works for you today and in the future.

More information? We’re here to help – [email protected]

This WARDS LAWYERS PC publication is for general information only. It is not legal advice, nor is it intended to be. Specific or more information may be necessary before advice could be provided for your particular circumstances.

[1]  Abraham Maslow, The Psychology of Science 1966, page 15

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