For over 25 years, Harris Wealth Management has assisted individuals, newly married couples and couples that have been married for years fully understand and benefit from a properly planned estate.
Estate planning is the process of anticipating and arranging for the disposal of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and beneficiaries in incapacity.
Estate planning involves the review of the following:
- Beneficiary designations
- Powers of appointment
- Property ownership
- Powers of attorney