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The Estate Planning Process: The Basics

posted Oct 25, 2012, 12:30 PM by Bryan Berson   [ updated Sep 13, 2014, 6:19 PM ]
An estate plan accounts for one’s assets, identifies recipients, and selects people to carry out instructions. Where appropriate, it may address tax and elder law issues. Consider these issues before meeting with professionals to make the process and plan more effective. This column discusses wills, revocable living trusts, and beneficiary designations. Other columns discuss powers of attorney, advance directives (i.e., health care proxies, living wills), choosing fiduciaries (i.e., agents), and probate and estate administration.

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