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Estate Plan

Estate Plan

Key Things Consider When Doing an Estate Plan

  • Chose someone you trust as your power of attorney or healthcare surrogate–it doesn’t have to be the same person–and a back up. Execute durable documents prior to any incapacity.
  • If you have a minor children, who would do you trust to be their guardian and have that conversation with those individuals soon.
  • Property owned solely in your name and you have more than one legal heir, figure out an plan to avoid heir property issues and family disharmony.
  • Larger estates may have an estate tax consequences that require more complex advanced strategies that protect your assets and maintain you privacy.