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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