Estate Planning
Estate Planning includes developing a plan for how assets will be handled and divided after death. This can include:
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determining what family members, charities and other beneficiaries will share in the estate
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establishing who will be the key decisions makers as Executor, Personal Representative and Trustee
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making arrangements for the care of children, such as guardianships and trusts to protect money
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reducing or eliminating estate taxes
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arranging for efficient non-probate administration after death
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providing special arrangements for special beneficiaries or assets
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coordinating beneficiary designations for life insurance and retirement plans |
An Estate plan also includes arrangements for a sudden illness or incapacity such as Financial Power of Attorney, Health Care Power of Attorney, Living Will and HIPAA Waiver. |
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