Planning Ahead
D b h Mill JD Sr. Director of Planned Giving, West Virginia University Foundation
Deborah Miller, JD,
When it is time to begin
o
one’s estate planning, working
w
with capable advisers becomes
v
very important. Often, because
t
this is an expertise that a person
d
does not need very often, it
i
is difficult to find the “right”
estate planning adviser.
l i
d i
in-depth information to them to benefit you. Staying
abreast of tax and related planning topics is crucial in
this field.
While many lawyers can prepare simple wills,
estate planning can be complex, making a simple
will inappropriate in certain situations. If you
do not know any estate planners personally or do
not have a good recommendation from someone,
one option is to work with an adviser who attends
continuing education seminars on estate planning or
is a member of an estate planning council (or both).
Most financial advisers must meet requirements for
continuing education, and those in the estate planning
field will choose seminars that can provide current
Remember to ask any adviser you have not
worked with before about attendance at appropriate
seminars or membership in an estate planning council
as a way to evaluate his or her expertise. Having
experienced advisers who know the best way to
protect your hard-earned property and find the most
appropriate ways to lower the taxes owed can make
all the difference.
Estate planning councils are organizations which
include lawyers, accountants, trust officers, insurance
professionals, stockbrokers and others for whom
estate planning is a significant part of their work.
That’s good planning.
We Want To Help You……
Buy the Farm
Call
Bob Kidwell or Dawn White
1-800-482-8110
Or Visit Us @
www.fnbromney.com
West Virginia Farm Bureau News 19