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Course Catalog > LECTURES > Sarasota Financial Forum Sponsored by Walsh & Associates

Estate Planning Essentials: Where to Begin?   

Estate planning is not just for the wealthy, it is essential to everyone’s lifelong plan. It involves passing on assets such as real estate, personal property, and financial assets, as well as planning for others to make decisions for you, if you should become incapacitated or die. A well-thought-out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Estate planning is the key to making sure that everything you have worked for is passed on according to your wishes. These are difficult decisions, but if you don’t make them, a court will. 

 
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