Last Word

This book addresses seven estate planning considerations: 1. Preparing for Death by making a Will or revocable trust agreement, as well as possibly a disposition of remains form; 2. Creating Trusts for yourself, spouse, children, other family members and friends, or charity; 3. Contemplating Future Incapacity with a power of attorney, living will, appointment of health care agent, or a trust to hold property and financial accounts; 4. Implementing Asset Protection in the event of nursing home or late-in-life health care expenses, marital problems, threatening creditors, or for a disabled family member; 5. Saving Taxes at death and during life using trusts and other estate planning techniques; 6. Engaging in Philanthropy to maximize charitable giving impact and save taxes; and 7. Selecting Fiduciaries (executors, trustees, guardians) who will carry out your wishes.