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A good estate plan means that you and your family are adequately prepared for you death and/or incapacity. Further, good planning means that your wishes are followed and that your assets are distributed to your heirs with as few problems and costs as possible. Please use this checklist to consider important parts of your estate plan that you may have overlooked.
This document outlines many common problems we have seen in our years of practice. While this list may not apply to everyone, it may help create an efficient estate plan that will avoid common mistakes. There are many potential problems that can easily be avoided. Read this list and see if you've made any of the mistakes.
This document lists common questions people ask about revocable living trusts. This popular estate-planning tool provides the answers to these questions and\can be very useful in a wide variety of situations. Reading this will help you get started in thinking about whether a living trust can benefit you and your family or estate.
We have designed our Life Care Planning practice to help the family with all aspects of the aging process. While we see asset protection as part of our planning, we still want to make sure the elder is safe, the caregiver has a support system, and that all of the family's legal and financial problems are handled. This guide is an introduction to the way we assist our clients help the elder through the aging process.