ESTATE PLANNING

Your estate plan should be designed to protect and preserve wealth for you and your loved ones might include a combination of the documents listed below.  

• Revocable Trust
• Powers of Attorney
• Designation of Health Care Agent/Surrogate
• Wills
• Dynasty Trusts
• Generation Skipping Tax Exempt Trusts
• Grantor Retained Annuity Trusts
• Spousal Lifetime Access Trusts
• Qualified Personal Residence Trusts
• Irrevocable Life Insurance Trusts
• Intentionally Defective Grantor Trusts
• Qualified Domestic Trusts

A complete estate plan also includes provisions for your pets, personal property and digital data.  Often overlooked items include:

• Gold and Silver
• Firearms
• Artwork
• Collectibles
• Family Photos and Keepsakes
• Social Networking Pages
• Email Accounts
• Professional and Business Websites

Don’t forget about your family's best friend by incorporating Pet Directives and Pet Trusts in your plan.