Estate Planning

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The real purpose of estate planning is to properly plan for your own disability or death. If you don’t make your own decisions in advance regarding your assets, your healthcare, etc., the courts, or what’s in the legal statutes, will make those decisions for you. And typically those choices will be significantly different from your own in just about every case.

The true purpose of an estate plan is to accomplish a number of goals. Your estate plan will depend upon your particular circumstances. In planning your estate, your goals and wishes are given the highest priority. In addition to your goals and wishes, you should also consider your family and its needs, as well as the nature and extent of your property.

To be able to properly achieve the purpose of estate planning (to be prepared), you will need to answer a number of important questions. A major question will concern who will receive your property upon your death and the manner in which the property will be distributed.

Depending on your circumstances you will determine:

  • Who will administer your estate after your death.
  • Who will be the guardian of your children.
  • How federal estate (death) taxes and other taxes can be minimized.
  • How your executor or trustee will pay for death taxes if any are due.
  • How you and your spouse should hold title to assets.
  • If you cannot care for yourself, who will take care of you.
  • If you cannot manage your estate, who will do so on your behalf.
  • Who will receive the proceeds of your insurance and/or retirement benefits?

In answering many of these difficult questions, you will be able to see the true purpose of estate planning: the effects of these decisions are too important to leave them up to the courts.

Estate Planning Options:

There are three basic estate planning options I define inside my free estate planning and living trust audio program.

To hear more about your estate planning options, please access my FREE living trust audio program by adding your name and contact information into the form to the right. You’ll receive instant access to this program and we’ll discuss all the components of estate planning and what they mean for you. This is the first conversation you should have with your attorney and knowing this information could save you thousands.