A Properly Structured
Estate Plan
Your portfolio
includes all of the following documents:
Revocable
Living Trusts
Permits you to eliminate probate,
and optimize estate tax law.
Financial
Durable Power of Attorney
Outlines
and gives someone authority to manage your financial affairs
if you are unable to do so.
Health
Care Durable Power of Attorney
Outlines
and gives someone authority to make decisions about health care
if you are unable to do so.
Directive
to Physicians
Outlines your wishes about continuing
life support care.
Pour
Over Will
Acts
to direct assets to the trust if you neglect to transfer title
to your living trust during your lifetime.
Community
Property Agreement
Clarifies
who owns what at the time the trust document is established and
establishes property available for full step-up in basis.
Asset
Assignment Forms
Transfers ownership of your assets
to your Revocable Living Trust.
Unfunded
Dormant Irrevocable Catastrophic Illness Trust
Protects
assets from spend-down required to receive Medicaid.
Certification
of Trust
A summary or short version of
your Revocable Living Trust document to facilitate transferring
your assets.