What is Advanced Estate Planning?

What is Advanced Estate Planning?

There are 1 comment on the Associated Content story from Aug 11, 2010, titled What is Advanced Estate Planning?. In it, Associated Content reports that:

Everyone needs a basic estate plan. This involves putting the documents in place that will take care of you in case you become disabled and will take care of your loved ones once you pass away.

Join the discussion below, or Read more at Associated Content.

Vaughn W Henry


#1 Aug 11, 2010
I'd add to the list of goals, the option of zeroing out the estate tax, both state and federal, and the minimization of IRD (income in respect of a decedent). Many clients like the option of redirecting assets to family controlled or influenced charities to retain and control as much of the estate as possible. Good estate planning would freeze the estate's value, squeeze it through discounts, and pass it in a way that benefit's the heirs in a time and fashion that works best for their individual needs.

Vaughn W. Henry

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