Estate Planning 101: What does a typical estate plan include?

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Estate Planning Frequently Asked Questions: What does a typical estate plan include?

At the Law Offices of Jack B. Friedell, we take great pride in formulating estate plans focused on the preservation of assets and the avoidance of estate tax. This is accomplished through sharing knowledge with our clients, explaining the complex nuances of an estate plan, and listening to the needs and concerns of each and every client.

Due to the complexity of estate planning, we do not recommend that anyone create their own trust. The risk (probate) is too high. Instead, an estate plan should be crafted by an attorney so that you can have peace of mind knowing your family, business, assets, and legacy are secure.

If you have not reviewed your estate plan in the last 7 years you might want to consider sitting down with an estate planning attorney to make sure your documents are up to date with current estate planning laws. You may also need to update you estate plan if you have had another child, or if a beneficiary has passed, or you have gone through a divorce.

A typical estate plan drafted by the Law Offices of Jack B. Friedell includes:
Living Trust
Last Will and Testament
Durable Power of Attorney
Advanced Health Care Directive
Assignment of Personal Property
Certificate of Trust
Declaration of Trust
Quitclaim Deed
Estate Organizer


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