The Fundamentals of Estate Planning: How to Protect Your Family's Future


One of the best ways to help assure that your assets will be managed for your family as you intend is to develop a comprehensive estate plan designed to meet your individual needs. The estate planning process typically involves working with your financial, tax and legal advisors to develop a customized estate plan. Many estate plans include the following:
• Last Wills and Testaments
• Durable Financial Powers of Attorney
• Advance Medical Directives
• Revocable and/or Irrevocable Trusts
• Insurance Trusts
• Charitable Remainder Trusts
• Minor's Trusts - Spendthrift Trusts
• By-Pass or Credit Shelter Trusts
• Marital Trusts (QTIP)
• Grantor Retained Annuity Trusts or Grantor Retained Uni-Trusts
• Qualified Personal Residence Trusts
• Planning for Disabled Children
• Life and Long-Term Care Insurance
• Gifting Strategies
• Business Succession Planning
• Family Limited Partnerships
• Pre-Nuptial Agreements

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