What Are the Top Three Estate Planning Priorities?

Many people think that estate taxes are the top concern that people have when they are devising estate plans. In fact, clients typically talk about other things when they are explaining their priorities. In this blog post, we will look at three of the top estate planning  priorities that we hear about from our clients. Control of Assets When you plan your estate, you position your assets with postmortem distributions in mind. In some cases, this will involve the creation of a trust of some kind. You would  establish a trust to create some separation between yourself and the ownership of the assets for one reason or another. Though there can be good reasons to create separation, many clients are concerned about control of the resources that they would like to pass along to their loved ones in a perfect world. You never know what the future holds, and surrendering control of assets can be disconcerting. There are ways to satisfy multiple objectives if you take the right steps in advan


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