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Higher taxes. Lower exemptions. Fewer options. Are your ready for 2021?

Your Five Basic Estate Planning Documents

Oct 1, 2020

Paul S. Labiner

Paul Labiner

Managing
Partner

If this is your first foray into the estate planning world, it can be difficult to know where to start and what documents are essential to crafting a comprehensive and effective estate plan. While there are certainly a variety of planning options available to suit each and every family’s needs, a basic estate plan needs five things:

  1. Will,
  2. Revocable Trust,
  3. Living Will,
  4. Power of Attorney, and
  5. Healthcare Surrogate.

Below I will walk you through these five basic documents and explain the role each plays in protecting your assets and securing your financial legacy.

Start Your Planning with Us

These are the five basic documents you need to start taking control of your financial legacy. Depending on your family’s circumstances and your personal goals, other documents and instruments may also be needed. Without them, your assets and property could be open to creditors and predators.

Wherever you are at in the estate planning process, we would be honored to help you secure your financial legacy and protect your family and assets. Please call us at (561)998-2362 or book a free Financial Legacy Review online right now.

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