Tansey Estate Planning

Protecting You and Your Loved Ones

Understanding Estate Planning

Basic Estate Planning

All persons need to create a Basic Estate Plan. Even if you or your clients need to engage in Advanced Estate Planning, the Basic Estate Plan will be the foundation of sophisticated Advanced Estate Plans. Learn more about the Four Stages of Estate Planning and the Basic Estate Planning Documents.

Advanced Estate Planning

For 2011 and 2012, estates under $5 million per individual and $10 million per couple will not be subject to Estate Tax. However, if you or your clients are a part of the less than 1% of the population, Advanced Estate Planning will still be necessary. Understanding Advanced Estate Planning Principles make it easier to understand how Advance Estate Planning Techniques work.

Estate Planning Glossary

It can be easy to be overwhelmed by all the Estate Planning Terms. Use this handy glossary to look-up the key terms to expand your understanding of Estate Planning.