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Estate Planning
Simply stated, Estate Planning is the process of determining:
- Who gets what?
- When?
- And, at what cost?
The plan needs to be reviewed frequently as people change, ideas change, and certainly tax laws change.
Various financial products have simple beneficiary designations. These need to be reviewed and often updated regularly.
It is common to use a trust as the beneficiary, and sometimes as the owner of those financial products.
This planning process is in the hands of licensed and certified experts.
MORE INFORMATION
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Pacific Benefit Consultants, Inc.
450 Country Club Rd. Suite 330
Eugene, Oregon 97401
(541) 484-6624
(541) 686-2726 (Fax)
(800) 588-8688 (Toll Free)
