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Regardless of your circumstances, your family can benefit from estate planning. A good estate plan can address many concerns and achieve a variety of goals.
For example, an estate plan can save on gift and estate taxes, manage an inheritance for young, disabled or spendthrift children, and protect your family wealth from children’s and grandchildren’s creditors (including plaintiffs in personal injury suits, occupation related lawsuits and even divorcing spouses). The documents listed below represent some of the more common aspects of an estate plan; however, a well-established plan should be as unique as your family’s circumstances. For more basic information, please read Estate Planning Fundamentals.
- Last Will and Testament
- Durable Power of Attorney
- Health Care Directives
- Estate Tax Planning Trust
- Children’s Trust
- Planning for Pets Estate Planning for Pets
- Special Needs Trust
- Life Insurance Trust Life Insurance Tax Trap
