Last Word

Estate Planning Considerations

This book addresses seven estate planning considerations:

1. Preparing for Death by making a Will or revocable trust agreement, as well as possibly a disposition of remains form;

2. Creating Trusts for yourself, spouse, children, other family members and friends, or charity;

3. Contemplating Future Incapacity with a power of attorney, living will, appointment of health care agent, or a trust to hold property and financial accounts;

4. Implementing Asset Protection in the event of nursing home or late-in-life health care expenses, marital problems, threatening creditors, or for a disabled family member;

5. Saving Taxes at death and during life using trusts and other estate planning techniques;

6. Engaging in Philanthropy to maximize charitable giving impact and save taxes;

7. Selecting Fiduciaries (executors, trustees, guardians) who will carry out your wishes.