Estate & Tax Planning
Everyone needs an estate plan as estate plans address so much more than simply the distribution of one's assets. An estate plan addresses not only the transfer of wealth at death, but also important end-of-life decisions, and guardians for minor children. A well-written estate plan can also provide tax savings. The following documents should be included in a comprehensive estate plan:
- Trust
- Pour-Over Will
- Durable Powers of Attorney for Property Management
- Advance Health Care Directives
- Litigation
