Estate Planning

Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan seeks to preserve the maximum amount of wealth possible for the intended beneficiaries as well as flexibility for the individual prior to death. One of the primary concerns for professional estate planners is protecting the estate from federal income and estate taxes at death.

A comprehensive estate plan will include the means by which after-death financial support can be provided to those charitable organizations that are especially important to the individual. Working with you and your estate planner, East Tennessee Foundation can assist in putting together the most effective use of testamentary gifts and/or charitable trusts to carry out your philanthropic desires.

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