|
|
|
 |
ESTATE PLANNING
Estate Planning includes developing a plan for how assets will be handled and divided after death. This can include:
|
|
determining what family members, charities and other beneficiaries will share in the estate
|
|
establishing who will be the key decision makers as Executor, Personal Representative and Trustee
|
|
making arrangements for the care of children, such as guardianships and trusts to protect money
|
|
|
|
reducing or eliminating estate taxes
|
|
arranging for efficient non-probate administration after death
|
|
providing special arrangements for special beneficiaries or assets
|
|
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. |
Back to About Us
|
|
 |
| This is not legal advice or tax advice, pursuant to disclaimer.
|
Copyright © 2009-2024 Fitzgerald Law Office. All rights reserved. |
|
|
|
|
