IMPORTANT THINGS AN ESTATE PLAN SHOULD INCLUDE P R E S E N T A T I O N
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Will The will is one of the most important documents in your estate plan. It allows you to designate how you want your assets to be distributed after you pass. A will can also be used to appoint a guardian for your minor children.
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Trust Trust is an important tool that can be used in estate planning. A trust can be used to hold assets for the benefit of your loved ones, and can also be used to minimize taxes and expenses.
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Power of Attorney A power of attorney is a legal document that gives someone the authority to act on your behalf. A power of attorney can be used in estate planning to appoint someone to manage your affairs if you become incapacitated.
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