The World of Estate Planning
A successful estate plan is shaped by goals. Key estate planning goals are minimizing taxes, avoiding probate, retaining control over property, protecting assets, and protecting against incapacity. These goals are represented in the outer rings of the illustration. There are a number of devices that can be employed to accomplish these goals; among them are gifts, wills, trusts (living or irrevocable), joint ownership arrangements, and beneficiary designations. These devices are represented within the world’s core (the pie-shaped pieces). This tool has been designed to easily match goals with devices that can achieve those goals.
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The Art and Science of Successful Planning is an independent financial services company helping individuals and businesses utilizing a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through The Art and Science of Successful Planning a Registered Investment Advisor registered in the state of FL. **Tyler G. Harrelson, CES, CLTC, CFS, P.A. is a licensed insurance agency doing business as the Art and Science of Successful Planning and is independent of the Registered Investment Advisory.
3949 Evans Ave., Unit 300 Fort Myers, FL 33901 Phone (239) 489-0084 Fax (239) 489-0965
