Estate Planning
- Do you have up-to-date documents?
- Revocable Living Trust
- Living Will (aka Directive to Physicians) Do you want DNR (Do Not Resuscitate) to be included?
- General Durable Power of Attorney
- Healthcare Durable Power of Attorney
- Are there other efficient ways to avoid probate?
- Beneficiary designations
- Lady-Bird Deed
- “Beneficial” owner car title
- Special Needs Trusts: Keep their welfare benefits intact after you die and they are one of your heirs
- Life insurance trusts
- Charitable trusts
There are many potential tools to keep your estate affairs orderly and private—you get to choose now.