Estate Planning Goals
COMMON ESTATE PLANNING GOALS ARE:
- Writing an acceptable estate plan for distribution of assets after your death.
- Planning for disability.
- Minimizing estate and gift taxes.
- Minimizing probate costs.
- Health-care decisions.
COMMON ESTATE PLANNING DOCUMENTS AND CONCERNS:
Living Trusts
Wills
Property POA
Health Care POA
Educational Trusts
Estate & Gift Taxes
Charitable Trusts
Foundations
