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The basics of estate planning

An easy-to-understand introduction to protecting your assets and ensuring your legacy 

What is an estate plan? Who needs one? 

Baker Tilly professionals created the e-book “The basics of estate planning” to educate individuals and families on estate planning, its importance and how an advisor like Baker Tilly can help in the process. The e-book breaks complex concepts down into simple terms and offers best practices for building and maintaining an estate plan.  

Download the e-book now to gain insight into: 

  • Estate taxes
  • Wills and trusts
  • Who needs an estate plan and when to start planning
  • Common questions about estate planning
  • Mistakes to avoid when forming your estate plan and more!

For more information on this topic, or to learn how Baker Tilly specialists can help, contact our team.

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.

Scott Burack
William Grady
Michael Lum
Director, J.D.
Randi Schuster
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