Proper estate planning helps eliminate uncertainties over the administration of a probate and maximize the estate value by reducing taxes and expenses.
Estate planning* involves the will, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gifts, and powers of attorney.
*Consult your legal or tax counsel for advice concerning your personal circumstances. Neither East West Bank, Cetera Investment Services, nor any of its representatives may give legal or tax advice.
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