Tansey Estate Planning

Protecting You and Your Loved Ones

Advanced Estate Planning

What distinguishes Basic Estate Planning from Advanced Estate Planning is the need for more sophisticated techniques based on key principles to meet the needs of you and your clients. Not everyone is so fortunate to need Advanced Estate Planning, but if the need is there, careful attention to the details is essential to crafting a plan the will execute the identified estate goals.

Advanced Estate Planning Principles

There are some key Estate Planning Principles that underlay the creation of an effective Advanced Estate Plan. Depending on your needs there are some Underlying Advanced Principles you should be aware of to meet your estate planning objectives.

Advanced Estate Planning Techniques

Once the Estate Planning Principles are understood, the next step in Advanced Estate Planning is to utilize the appropriate Estate Planning Techniques to meet the identified estate goals. Learn more details on each of the key Estate Planning Techniques.