Estate Planning is a very simple concept. Unfortunately, it is also the subject of many misrepresentations and misinterpretations. This confusion causes many to create an improper estate plan. To avoid this result, we need to take the time to understand what estate planning is. The following provides an explanation of the estate planning process so that you may be familiar with the topics we will discuss at our initial meeting. Please review this memo and complete the estate planning worksheet prior to our meeting.