Emerson Process Management: Estate Planning

May 2008

There are three primary goals of estate planning:

  1. Direct how assets will be distributed at death.
  2. Reduce or eliminate transfer taxes and probate costs.
  3. "Piece of Mind" - Review every 3 to 5 years and major life events (three "phases of estate planning).

Click under "Resources" below to view the full presentation.

Resources