ESTATE PLANNING
TABLE OF CONTENTS
I.
What is estate planning?
II.
Special Needs
(disabled child or relative)
A.
Special Needs Trusts
B. Guardianships
III.
Wills
A.
About Probating a Will
Many clients erroneously believe that they avoid probate by executing a will
IV.
Trusts
A.
Choosing your trustee
B.
Funding your trust
V. Durable Powers of Attorney
A.
Health Care Power of Attorney
B. Financial Power of Attorney
VI.
Insurance
VII. Estate taxes
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