An
Estate Planning Overview
Estate planning can be described as the process of transferring
assets, during life as well as at death, to ensure that they are
distributed in the manner the estate owner wishes. Although saving
taxes is a priority, most important is the estate owner's desire to
transfer assets to the people he or she wants, in the proper amount
and with the proper timing.
On
Your Own Now: Estate Planning for One
Once you've lost your spouse, you may realize the importance of a
sound estate plan. Now that you're on your own, it's time again to
review your options and plan for the future of your loved ones.
For additional information on gift planning, contact Susan
Damiani, Director of Gift Planning, at (718) 990-7562 or e-mail damianis@stjohns.edu