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The 5 Best Things About Top Estate Planning Attorneys

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The 5 Best Things About Top Estate Planning Attorneys

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The top 5 advantages of top Estate Planning Attorneys - Mortgage Blog

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Put simply, estate planning attorneys add value in a variety of ways that go well beyond simply supplying you with printed trusts, wills

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How 6 Things Will Change The Way You Approach Trust And Estate Planning

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How 6 Things Will Change The Way You Approach Trust And Estate Planning

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Trust and estate planning attorney guarantees that all of your financial, physical, and digital possessions are inherited by the people you desire when you pass away. If you die intestate, the law may not consider your ties or preferences while distributing your possessions. The wealthy aren’t the only ones who benefit from estate planning. Even if you don’t have a fancy property, a massive IRA, or precious art to pass on, settling your affairs after you die might have a long-lasting—and expensive—effect on your family if you don’t prepare ahead of time.

If estate planning was formerly seen as something only the wealthy required, that has changed. After all, you don’t have to be extremely wealthy to succeed in the stock market or real estate, yield assets that you’ll want to leave to your heirs. The person you decide to inherit your second house from will not be able to control what happens to it if you do not specify who inherits it. The most important part of estate planning is naming successors to your assets, whether they’re a vacation home or a stock portfolio.

Epic Services eStatePlan

Epic services have developed a cloud-based estate planning application that is fit for the twenty-first century. When you use the cutting-edge estate planning and medical readiness system, you can rest assured that your affairs are in order no matter what the future holds. You can rest easy knowing that you’ve put everything in place, that your papers are up to date in real-time, and that you can share them with the individuals you want. You have just taken command of your estate plan with epic financial consulting, the easiest, most efficient, and cost-effective approach to guarantee your legacy is carried out precisely as you choose.

Four best things about Epic Services eStatePlan

A password-protected, subscription-based Client Console manages all eStatePlanTM user dynamics and benefits. The Console is a secure, cloud-based platform that allows users to construct, monitor, save, and make limitless changes to their estate plan.

Client Members Get Full Access to the Portal.

The eStatePlan 90-day FREE subscription included with the purchase gives all patrons full access to the Client Console. This implies you’ll be able to adjust your estate plan as needed to meet changing family planning goals. You’ll also be able to provide family members, legal counsel, tax consultants, and others access to the Console.

Digital Implementation & Electronic Funding

Cloud-based eStatePlanTM digital funding has revolutionized how living trusts are funded, thanks to the speed, efficiency, and convenience of electronically implemented asset transfer ledgers that replace the otherwise commonly used and accepted front-end entitlement process.

Log in as a Corporate Trustee or Executor.

The time-consuming and frequently complex procedure of acquiring and retrieving client information related to the client’s estate plan is no longer necessary with eStatePlanTM. This data will be saved in the eStatePlanTM cloud and accessible by the corporate trustee via the Trustee Login interface.

For All Parties, a Seamless Integration

The eStatePlanTM platform promotes and encourages interconnection between all stakeholders, including:

The grantor/client.

The Client Management Services (CMS) office.

The client’s designated investment epic advisors.

The client’s primary insurance agent.

The client’s designated counsel.

The client nominates the replacement (corporate) trustee.

Reasons for an eState plan

There are six reasons why you should have an estate plan.

To Make Provisions for Your Own Needs

While most people think an estate plan is something you need when you die, few understand it may also safeguard you and your possessions if you become ill or unable to make choices for yourself. Consider what insurance you’ll need if you’re no longer able to provide for yourself after assessing your cash flow needs in the years leading up to retirement and beyond. Consider appointing a healthcare proxy or power of attorney who, if required, may make medical and financial choices on your behalf. If you’re unable to speak for yourself, discussing your goals with individuals you trust can guarantee that your requests and requirements are realized.

To Secure Family Wealth

Throughout your life, your assets may be challenged in various ways. As individuals become wealthy, they are increasingly vulnerable to frivolous lawsuits that try to take advantage of their hard-earned money. An Estate planning firm protects your family’s fortune by transferring assets out of your name and into legally-protected vehicles like trusts or limited liability companies. Insurance is also important—in addition to the fundamental areas where it is required, various forms of insurance may help you build your estate or protect you from a range of legal issues.

Transfer Taxes as Low as Possible

Suppose you or your family has amassed a significant amount of money and wish to pass it on to other family members or loved ones after your death. In that case, the estate planning process can assist you in devising a strategy to do so in the most tax-efficient manner possible. There are three sorts of taxes to consider when transferring money: estate tax, gift tax, and generation-skipping transfer tax. Because the IRS establishes restrictions on how much money you may transfer and to whom you can transfer it without being taxed, a solid estate plan specifies a wealth transfer strategy to minimize the taxes you or your estate incur.

Young Children are Protected by Having an Estate Plan.

Nobody wants to die early, but if you have minor children, you need to be prepared for the worst. This is where the will element of an estate plan comes in. When both parents die before your children reach 18 years old, you should appoint guardians. This will guarantee that they are cared for in a manner you approve of. Your children will be raised by the courts if you do not specify these guardians in your will.

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How 4 Things Will Change The Way You Approach Trust And Estate Planning - Smashing Trade

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Trust and estate planning attorney guarantees that all of your financial, physical, and digital possessions

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Master The Art Of Online Estate Planning With These 9 Tips

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Master The Art Of Online Estate Planning With These 9 Tips

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Estate planning services assist you to ensure everything is in order in the unsuccessful event that something unexpected happens to you. We know that you want to ensure your family is taken care of & your finances are in order, & that is where online estate planning services come in. Having a professional to help you with your planning can give you a sense of safety in knowing that you have not forgotten anything & that everything will hold up in court. Many individuals think that they do not need these estate planning services, but today, we are here with a few really great reasons that you do.

You have to ensure that you're surviving family members are taken care of - Whether it be your spouse, grandchildren, children, or what have you, will estate planning services can assist you to ensure that they are well taken care of. Any assets which you might have - stock, property, bank accounts, retirement, 401K, etc. - needs to be scheduled in your plan with an heir. An heir is somebody who receives something from you as part of your plan. You do not want to leave your loved ones with nothing except a ton of debt, right? Thus, an estate plan & planning services are of the utmost importance.

Ensure your final wishes are carried out - Your trust and estate planning should include 2 important things - a living will & power of attorney. A living will is a list of your wishes, such as where you want to be suppressed, how you would like your rest to be taken care of, & how you want your assets discrete. A power of attorney is an individual who will fulfill all such wishes for you, so select logically. You will want to choose the mature, responsible individual who you know will follow your orders without any qualms.

You can assist a good cause with your final wishes - Most individuals are fond of donating a certain percentage of their assets to a charity that they feel is valuable. You can list this in your living will, in order that one of your final wishes will end up assisting someone & something with a great cause. Maybe you want to support a charity that assists unwed mothers & supports abused children, or you might want to donate to a charity dedicated to diabetes & cancer research. Maybe you want to donate a little bit of your money to scientific organizations so that they can endure their research. Whatever the case might be, you need the estate plan in order to ensure it happens.

Don't do this alone - Using the estate planning service can help you ensure that all such wishes are met, that all are properly recorded so that they cannot be disputed, & that everything will hold up in court. You cannot afford any errors when it comes to your estate plan, because when it is vital, you would not be here to fix any issues if they arise. So, it is of the utmost significance that you get proficient help. Numerous things might be fine for the do-it-yourself type of individual, but a final estate plan is not one of those things. Look online & feel free to get references for the great estate planning service in your area.

How did Estate Planning Services help? Due to the high administrative costs & estate taxes, estate planning services offered by professionals are in high demand. This is because the community doesn't want their lifetime hard-earned savings not being capable of being innate to their dear ones. Estate taxation can be the major killer with a tax of 45% in the US. As such, estate planning experts can help to schematize a plan to permit you to enormously transfer whatever you have to your successors, without any hassle.

How much does estate planning cost? The plan will assist you to check from paying tax hence exploiting the number of properties & money to be inherited to your heirs. If you only want several intended heirs to obtain what you wish to leave behind, the proper planning & will are going to help you do so. The professional who has proficiency in tax, estate planning & financial issues will cooperate with you, understanding your demands & accumulating all legal documents, including financial information to draft the potential plan.

With the estate planning services offered by dedicated experts, there are numerous procedures to go through. For example, the initial step will be to have a thorough review of your business condition then analyzing in correspondence to your individual goals. Frequently they will prepare questionnaires equipped with personal interviews to gather applicable data before they are capable of structuring their plan. More often than not, the information might include some personal philosophy, family background & your objectives. But with functional knowledge that these are private information, the whole thing is made confidential.

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Master The Art Of Online Estate Planning With These 9 Tips

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Estate planning services assist you to ensure everything is in order in the unsuccessful event that something unexpected happens to you. We know that you want to ensure your family is taken care of & your finances are in order, & that is where online estate planning services come in.

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Apply These 5 Secret Techniques To Improve Estate Planning

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Apply These 5 Secret Techniques To Improve Estate Planning

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Estate planning is the practice or procedure of allotting one's property to the right place after their demise. Estate planning is done when a person is still alive to make sure that their funds and property reach the right place after their death. The property Owner besides exactly where their wealth is distributed, divided, donated or given off after they pass away. Estate planning is an important step in one's life. It makes sure that their funds and money is not squandered and It reaches the right place after their death.

Why Is Estate Planning Done?

Estate planning is done as a step of farsightedness. There are several advantages of estate planning which are mentioned below

First of all estate planning makes sure that there are no quarrels or verbal spats between family members after the death of the predecessor. Estate planning is important to unify the family even after a person's death. There is no vagueness or confusion regarding where the amount is supposed to go after their demise. The family members are united and no brawls occur between them.

Estate planning makes sure that a legal procedure is followed to distribute, donate or give away once wealth.

Estate planning also ensures that no legal pressure or legal responsibilities fall on the heir of the house. They are free from duties and responsibilities rih guarding the money and assets.

The best part about estate planning is that the wish of the big quitter is followed. If they wanted to donate a large portion of their money or property to the charity then their will is followed instead of the money being squandered. On the other hand if the bequeather wanted all of their money to go to their children that will be followed as well. Thus the sole decision of the money lies in the hands of the bequeather even after their demise.

Here is an Estate planning checklist that will guide you.

To make sure that you are strategizing your estate Here is a checklist.

The first step is to write down a will which includes the exact percentage of your property that will go to your family, your children, other loved ones, charity, benevolent causes are other places. Your will should contain the amount of money that you wish to allocate to these purposes.

After this you should set up an executor out of a corporate trustee who carries out your will in an unbiased way after the demise.

Make sure that only your wish is penned down on the will which will act like a legal testament after your death.

This is state Planning or Legacy planning.

Who Is A Corporate Trustee?

A corporate trustee is a legal adviser or a legal executor set up to carry out your will in an unbiased way after your death. The corporate trustee is an important person who looks after the execution of the will in a smooth and effortless manner. The corporate trustee makes sure that immediate action is taken as for the guidelines regarding the property and money matters. Usually after the demise the family is too perturbed and disturbed to talk or take decisions about the money and property. However a corporate trustee comes into play during this time. He or she makes sure that the money goes to the right place, be it To the charity services, the benevolent causes or the families treasury. They take immediate actions to make sure that the will is carried out according to the wishes of the predecessor.

The corporate trustee also looks after the families financial welfare after a person or the sole breadwinner passes away. You can set up a corporate trustee to make sure that all the actions are carried out peacefully and at ease. The family saves a lot of trauma and financial pressure if estate planning is done on time. An organised estate planning allows the family to mourn in peace and not worry about the nuances of financial turmoil.

These are the most common places where a person's wealth lands up after their demise.

People donate their property or a large portion of their property to charity and benevolent services.

It is seen that generally after the death of a person their property or a large portion of their property goes to charitable services and other benevolent causes. They set up their wealth in such a way that it lands up in the treasury of hospitals, orphanages, old age homes, religious sites or other charity donations.

People also donate a large section of their property sometimes to religious causes.

Some people have also donated good amounts of their property to churches, temples, mosques and creation of other religious sites. Some of this money also goes directly to the religious treasury from which it is later distributed to poor children, hospitals, old age homes and other places.

Some people also give a large portion of their property to their children, spouse and other family members.

It has also been seen that some people prefer to keep the wealth that they acquired over their lifetime within the family treasury itself. They pass on the money to their children, their spouse and other members of the family to ensure the financial well being even after their demise. The family of all the children do not have to worry about money ever again as their predecessor had strategized estate planning beforehand.

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Here is All You Need to Know To Improve Your Estate Planning Strategies. - Sniper Business

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Estate planning is the practice or procedure of allotting one's property to the right place after their demise. Estate planning is done when a person is still alive to make sure that their funds and property reach the right place after their death.

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8 Amazing Top Estate Planning Attorney Hacks

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8 Amazing Top Estate Planning Attorney Hacks

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Estate planning professionals are beneficial both during the estate planning process and later in the probate court procedure. They are familiar with the state and federal rules and laws of a particular country or state. Finding customers for top estate planning attorneys can be difficult in a highly competitive market. As a result, designing and implementing a marketing plan that generates new clients is vital to your company's development and success.

What Does An Estate Planning Attorney Do?

Estate planning attorneys, also known as estate law attorneys or probate attorneys, are skilled and licensed lawyers who fully grasp the state and federal rules governing how your estate is inventoried, evaluated, distributed, and taxed after your death. A top estate planning attorney can help you establish a durable power of attorney and durable medical power of attorney, find ways and do epic planning to avoid the probate court process, designate your beneficiaries, and find ways to reduce and avoid estate tax when possible, in addition to educating you about the probate process. Furthermore, they provide epic retirement services consulting LLC and epic home services.

Top Estate Planning Attorney Hacks

The following are the top estate planning attorney tips. To increase the quality of your services, use any combination of these strategies. In addition, many of the strategies described can work together to build synergy with other concepts since employing them all together will be more successful than using them alone.

#1 Flaunt Reviews And Testimonials

With web marketing for estate planning lawyers, reviews and social proof are essential factors in establishing your firm's credibility in the current day. We suggest strategically posting reviews on your website's high-traffic pages, such as the main page and service pages. You may manually add reviews to your website or install a plugin that pulls them in from a variety of sources. Visitors should be able to see the spot where you place thoughts early on the page, giving them more confidence to phone or email you and believe that you are amongst the top estate planning attorneys.

#2 Scan Every Page

You'll be able to establish an easy-to-use electronic file system as one of the top estate planning attorneys by scanning anything that isn't already on your computer. Essential papers may be accessed and backed up quickly with such a system. Downloading a reputable mobile scanning app for your smartphone may also be a good option. This will allow you to scan and upload papers while out of the office, as the material can get lost or destroyed in transit, and provide epic legal document solutions.

#3 Conversion Rate Improvement

Your website is a potent marketing tool and one of your company's most important promotional tools. Therefore, increasing your website's usability, professionalism, and authority will inspire visitors and potential clients to contact you. Invest in a professional site design that matches your brand and messaging for your estate planning law practice. You may also engage an experienced law firm marketing agency to take care of this for you and do it correctly.

#4 Punctuality

Arriving on time for sessions is the best way to demonstrate that you are a competent lawyer. You show your clients, coworkers, and the court that you value their time by being on time. You will be far more likely to plan ahead and be at your appointment on time if you add a quarter-hour to the start time of such meetings. If your schedule asks for back-to-back consultations, it's also good to add 15 minutes to each meeting's projected conclusion time. This will help you prevent scheduling conflicts.

#5 Publish Blog Posts That Are Relevant To Your Services.

For law firms, content is becoming an increasingly vital aspect of their internet marketing strategy. This will help you create trust with your audience while also reflecting on your expertise and experience. Publishing material that is relevant to your clients can assist your business. Make sure you just write information that will benefit your readers rather than content that would pique your curiosity. When it comes to blogging, relevance is crucial. Consider employing a professional content writer for all of your content needs if you manage a large company.

#6 Always Have An Extra Set Of Professional Clothing.

It is critical for attorneys to present themselves in a professional manner at all times. Most attorneys, on the other hand, are likely to have had their fair share of wardrobe mishaps. You may avoid the embarrassment of having to argue in court with ruined clothes, much alone seeming unprofessional, by keeping a second set of clothes on hand. It's also a good idea to have an additional suit jacket and pair of dress shoes in the trunk of your car, especially if the weather is terrible.

#7 Email Marketing Is A Great Way To Nurture Leads.

You may utilize a lead magnet to grow your legal firm's email list. You may also develop your email list from existing connections, such as business partners, other attorneys in your region, and previous and current clients. Keep in touch with your contacts and stay top of mind by sending out a monthly email.

#8 Use Google Features

One of the most appealing aspects of doing this Google voice is providing clients with a single number that will ring to all of your different phones based on the time of day or who is calling. It will be much easier to swiftly return phone calls from potential new clients due to this. Google Voice also provides several other vital functions.

These were our top 8 tips for Estate Planning Attorneys. Use them and notice the difference!

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8 Amazing Top Estate Planning Attorney Hacks - Bolhai Mobiliaria

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Estate planning professionals are beneficial both during the estate planning process and later in the probate court procedure. They are familiar with the state and federal rules and laws of a particular country or state. Finding customers for top estate planning attorneys can be difficult in a highly competitive market.

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How To Use Trust And Estate Planning Attorney To Desire

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How To Use Trust And Estate Planning Attorney To Desire

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The right estate planning attorney can be a game-changer for you and your family. He or she can take the time to examine all aspects of your life and make sure you have an estate plan to meet your needs. There are a lot of questions that need to be answered when it comes to choosing an estate planning attorney.

Choosing the right trust and estate planning attorney for you can be a difficult task. Here are some things to know before choosing the right Estate Planning Attorney for you!

A Personal Referral From Someone You Trust

Ask people you trust for referrals.

Check with the state bar association (you can find yours here) to determine if an attorney has ever been disciplined, disbarred, or suspended from practice.

Ask if the attorney has any specialties. For example, some attorneys specialize in business law, criminal law, family law, and estate planning.

Find out how much experience the attorney has in this area of law.

Ask if the attorney will be handling your case personally or refer it to another lawyer or a paralegal. If they do refer it, make sure you meet that person and make sure they will be available to answer your questions about your case during its duration.

Get referrals to past clients by asking them for names of cases similar to yours that were successfully closed by the estate planning firm.

Experience In Estate Planning

Estate planning typically deals with the assets of wealthy people, and there's a lot to know about how to allocate those assets without running afoul of the IRS. An experienced estate planning attorney will have gone through all the necessary courses and tests to get a license from their state. The best estate planning attorneys are usually members of professional organizations such as the American Academy of Estate Planning Attorneys or the National Academy of Elder Law Attorneys (NAELA).

Someone Who Understands Your Needs

Some attorneys have worked very hard at learning the ins and outs of estate planning but are not passionate about it or have an interest in it-that's okay! Finding someone passionate about his job can mean that they spend more time explaining things and helping you understand what they're doing instead of just making the process work. Although that is important, the other benefit is that this shows through in everything they do for you-everything will be handled with care during all phases of your case, not just when money changes hands. A good attorney truly looks out for what's best for their clients, especially someone as important to them as a loved one or family member would be.

Someone Who Respects Your Goals And Values

You should feel like the attorney "gets" your situation and has all the necessary facts straight-like they've heard the story before and know what questions to ask. They shouldn't make any assumptions or make decisions without hearing from you first (after all, they work for you)

It would be best if you trust their judgment. This means you think they have the best interests of you and your family at heart when they're making recommendations based on your situation.

You can tell from their demeanor if they're listening to what's being said or just going through the motions; pay close attention during interviews!

Someone Who Feels Like A Partner, Not A Boss

It's important to find a lawyer who feels like a partner, not a boss. A good partner makes you feel heard and understood. They will be patient with you when you ask them questions and explain things in ways that make sense to you. They are willing to meet with you face-to-face when needed, and they're available if an urgent time arises for which you need advice or counsel. If your attorney doesn't meet these criteria, they may be too busy or too distracted by other things to make your estate planning experience the best it could be!

Fees That Are Fair And Understandable

Fees are a major consideration when choosing an estate planning attorney. Whether you're drafting a will, creating a trust, or planning for your long-term care or incapacity, you need to know:

How much the attorney charge

How does the attorney charge (is it time-based billing or flat fees?)

What epic services are included in the attorney's basic fee

How much do additional papers cost (such as deeds and powers of appointment)

Which services require an additional fee

How much those services cost

Final Words

Looking for an estate planning attorney can be overwhelming. Epic advisors make it easy to find the right lawyer for you. Make sure you find epic financial consulting before choosing the right estate planning attorney for you. Don't be afraid to ask about these things. A good estate planning professional will be happy to answer your questions and explain how they charge. If they aren't forthcoming with this information, consider finding someone else who is willing to be more transparent with you.

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Things to know before Choosing the Right Estate Planning Attorney for You

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The right estate planning attorney can be a game-changer for you and your family. He or she can take the time to examine all aspects of your life and make sure you have an estate plan to meet your needs. There are a lot of questions that need to be answered when it comes to choosing an estate planning attorney.

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Should Fixing Online Estate Planning Take 50 Steps?

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Should Fixing Online Estate Planning Take 50 Steps?

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Should Fixing Online Estate Planning Take 50 Steps? - lC4 Team

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While trust and estate planning isn’t the most enjoyable topic to discuss, it is necessary. In addition, young individuals have been more

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Best Estate Planning Tips You Will Read This Year

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Best Estate Planning Tips You Will Read This Year

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Best Estate Planning Tips You Will Read This Year

The ultimate goal of estate planning can vary greatly from client to client, depending on their goals. These goals may be as complex or single.

Estate planning is creating a plan to maintain control of your assets while you are alive and distribute them after you pass away. While some people may believe that estate planning is only for individuals with high net worth, everyone needs to have an estate plan. Estate planning can include a will, trust, power of attorney, and healthcare directive.

When it comes to estate planning, many people are comfortable doing it themselves, while others prefer to work with a professional. For those who prefer to work with a pro, the options include working with an individual or a corporate trustee.

"Estate planning is about your stuff. Legacy planning is about you."

The Estate planning checklist is to inventory everything you own and owe (your assets and liabilities), including life insurance policies, retirement plans, bank accounts, and real estate. Review your beneficiaries on all accounts to make sure they are still appropriate.
Top Estate Planning Tips You Won't Want to Miss:
To prepare for the estate planning process, make a list of all your assets.
Assets Include:

Real Property (the home you own, any land you own)

Personal Property (your car, any artwork or valuable items in your home)

Non-retirement investment accounts would include brokerage accounts such as stocks or bonds held at Fidelity, Vanguard, or Schwab.

Retirement accounts would include individual retirement accounts (IRAs), Roth IRAs, and 401(k)s. It is important to note that an inherited IRA has different rules than a regular IRA. The beneficiary must take required minimum distributions each year based on their life expectancy after inheriting the account. If an inherited 401(k) is rolled over into an inherited IRA, it has the same rules as an inherited IRA.

Make a list of the people you want to inherit your assets.

Everyone makes a list when they start to plan their estate. But they tend to forget one thing-this list will change over time. You should review this list every couple of years and make any necessary changes. Do not forget important things like pets and charities, since these can easily be forgotten.

The first step in estate planning is to be sure you have a system for keeping track of your financial documents that you can use. Most people put them in their safety or lockbox and leave them, but that is not enough.

One of the most important things about organizing your documents is to keep up-to-date copies of everything. For example, you have a list of all your assets and debts in a locked box, and then you get some new stocks or bonds. You update the list in the box, but when someone needs to access it, they find an outdated version and don't know where the new one is. It would be best if you also got rid of any obsolete information like old computer backup discs, CDs, or DVDs that may contain sensitive data or old tax returns that are no longer needed.

Your estate plan should account for your debts and end-of-life expenses. Before deciding what to do with the assets you leave behind, you'll need to figure out how much money you owe and how much it will cost to settle your estate.

Final expenses include but aren't limited to medical bills and funeral costs. Debts that may be outstanding at death include student loans, credit cards, mortgages, and auto loans. Your estate is responsible for paying any outstanding debts after your death. If there isn't enough money in your estate to cover all of these obligations, creditors can claim against the unpaid portion of your debts.

Choose someone to carry out your wishes. As part of creating an estate plan, you will want to designate one or more people who can make decisions and manage the distribution of assets if you are incapacitated. You may also choose a person to serve as an executor of your will.

You need to think about who would care for your children, pets, or other dependents if you could not do so. A good place to start is with family members. However, there are many factors to consider when choosing an estate guardian, including geography, religious and moral beliefs, lifestyle choices (for example, smoking), finances, and whether the guardian has an existing family of their own.

The purpose of a will is to dictate what happens to your assets when you pass. A will should include:

Detailed instructions on how to distribute your assets

Guardianship decisions for minor children

Who you have chosen as the executor of your estate, and their contact information

As you can see, estate planning is a complicated matter that requires expert advice from an estate planning attorney. However, the above tips are key for every adult to understand and put into practice.

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Best Estate Planning Tips You Will Read This Year - Sottobosco

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Best Estate Planning Tips You Will Read This Year The ultimate goal of estate planning can vary greatly from client to client, depending on their goals. These goals may be as complex or single. Estate planning is creating a plan to maintain control of your assets while you are alive and distribute them after you pass away.