“What is Estate Planning?”

Do you keep hearing the term “estate planning” and wonder what it really means and why it may be important?

For some people, an estate plan isn’t necessary, but for many others, it’s essential to ensure the proper transfer of assets to surviving family members and heirs with the least amount of taxes. As important, an estate plan declares your long-term care and end-of-life wishes and who will become responsible for your minor children.

In this video from her Estate Planning Series, Bobbi Hines explains the definition of an estate and the “stuff” – real property, personal property, investments, and interests – that it comprises and why you may need a strategy to protect it.

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