Estate Planning Tools

Important Concerns

Estate planning prepares for the orderly handling, disposition, and administration of an estate. A well-designed estate plan allows you to decide the outcome. It can preserve more of your assets and allow you to pass them to the people and causes you care about most.

Basic Estate Planning Tools

There are two primary instruments used for estate planning: a will and a revocable living trust. Both are discussed below.

The Will

The Revocable Living Trust

To learn how to create an estate plan that reflects your values and achieves your goals, call PhilanthroCorp at 800-876-7958.

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Information on this site is NOT intended for legal advice. See Disclaimer

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