The Building Blocks of Estate Planning Techniques: Cheat Sheet

Trust, tax, and estate planning is a layered, multi-faceted process (not to mention an emotional one). For the professionals involved, understanding the core elements of estate planning and how they align with different techniques is the path to creating a plan that achieves client goals. 

In this guide, you’ll find a cheat sheet for evaluating how a client’s circumstances intersect with their goals identifying the best techniques for their plan. It covers:

• The three building blocks of estate planning
• Techniques to consider based on different objectives
• Implementation considerations for specific planning techniques
• And more

Creating an optimized plan requires understanding the interdependence of each of these building blocks and how they relate to a client’s estate. Vanilla’s experts created this short guide to help you navigate the complexities of estates of all shapes and sizes.

Get the guide