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DEFINITION OF ESTATE PLANNING

Thinking Beyond Estate Planning

• It ensures that your wishes for assist distribution, and medical decisions are followed.


• Estate planning is the process of organizing and preparing for the transfer of your assets after you pass on.

Components of Estate Planning

• Will & Trust


• Durable Power of Attorney


• Health Care Power of Attorney Living


• Will/Advance Directives

Benefits of Estate Planning: Avoid Probate

• Minimizes Estate Taxes


• Ensures Family Security


• Clarifies Wishes


• Allows for Medicaid Strategies