An Estate Planning Guide
For Your Legacy

estate planning guide Photo courtesy of Just=Kellyl

According to the book LEAP by Robert Castiglione, an estate planning guide has two objectives:

  • Distribution of assets - Ensure that your assets are distributed to the right people, within the proper time constraints and conditions. How you own and control your assets can affect how they are distributed to your beneficiaries.
  • Conservation of assets - Avoid probate and all the extra fees, taxes, and costs. The bulk of your wealth should go to your beneficiaries, not to the IRS and attorneys.

Even if you don't have a large estate, an estate planning guide is necessary to ensure that your assets are handled in the manner in which you intend. Besides, the plan is to grow your wealth, right?





As an exercise, imagine you were to die tomorrow. Think about what would happen to your wealth.
Who would get what?
How long would it take for my assets to get disbursed?
Who much will my assets be taxed?
How much of a burden will my estate be to my beneficiaries when I pass away?
To some, these questions may feel awkward because not a lot of people like discussing death. But being prepared for death is a lot better than not being prepared.

Without the proper planning, your death can cause a lot more hardship than what is intended. Your estate should be the least of burdens during this time.

There are a lot of benefits to this process. With preparation and education of estate planning basics, you will begin to understand:

  • The added protection when you make a will.
  • Estate income tax and strategies for minimization.
  • The advantages of trusts.
  • The rewards of creating a Family Bank.


To us, planning for your estate involves more than leaving behind money. It's about building a legacy...a living legacy. We want to leave our future generations...

Wealth, Knowledge, and Experience.

90% of people fail to plan their estate. 100% of those people will pass away. However, the legacy you build today can live beyond your lifetime.

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