What is an Estate Planner?
Estate planners are professionals who assist in ordering all assets associated with the estate of an individual so that beneficiaries of the estate realize the most benefit from the inheritance. Often, this includes arranging the affairs of the estate in a manner that helps to legally minimize taxes due while providing a legacy for loved ones. There are several key issues that an estate planner will address in order to create the most effective estate plan and still comply with the wishes of the benefactor. One of the first tasks that any estate planner will address is a thorough evaluation of the assets currently in place. The goal is essentially to understand everything that is currently included in the estate and in what form each asset currently exists. This provides the estate planner with a point of origin to begin shaping the structure of the estate in ways that will ultimately be in the best interests of the benefactor and all the beneficiaries who inherit some portion of the e
