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Estate planning

Estate planning is the process of accumulating and disposing of an estate to maximize the goals of the estate owner. The various goals of estate planning include making sure the greatest amount of the estate passes to the estate owner's intended beneficiaries, often including paying the least amount of taxes and avoiding or minimizing probate court involvement. Additional goals typically include providing for and designating guardians for minor children and planning for incapacity.
 
Proliance Guiding Principles
Leadership: “The essential quality for leadership is not perfection, but credibility.”
Provide “Choice”
Full disclosure in advance—”know the deal”
Voluntary alliance participation (provider and distributor)
Success-sharing revenue formula with provider
Active oversight of providers and distributors (due diligence after-the-fact)
Consistent and predictable delivery
Constantly seek improvement
Assess opportunities objectively and without prejudice
 
       
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