Overview

Estate planning is not only for the wealthy-it is essential for anyone who wants to protect their family, their assets, and their legacy. In Estate Planning: Understanding the Basics of Legacy Planning, financial advisor and educator Drew J. Stevens, PhD explains the essential concepts every family should understand when preparing for the transfer of wealth and assets. This clear and practical guide demystifies the complex world of estate planning, helping readers understand how wills, trusts, beneficiary designations, and legal planning tools work together to protect loved ones and avoid costly mistakes. Readers will learn how to: - Understand the role of wills and trusts in estate planning - Avoid probate delays and unnecessary legal costs - Properly structure beneficiary designations - Protect assets for spouses, children, and future generations - Plan for estate settlement costs and taxes - Ensure healthcare and financial decisions are handled properly if incapacity occurs Estate planning is about more than transferring assets-it is about protecting your wishes and ensuring your loved ones are cared for when they need it most. Whether you are just beginning your financial planning journey or updating an existing plan, Estate Planning: Understanding the Basics of Legacy Planning provides the knowledge needed to make informed decisions and protect your legacy.

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