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Estate Planning - Business concept top v

Distribution of an estate

Trying to be fair and equal at the time is not always the easiest thing to do

It is difficult to discuss the reality, we will not live forever.  An achievable estate plan has two equally important components:

1. documents that meet all legal requirements and

2. A strategic life plan that goes beyond the legal documents

The plan needs to take into account the legal, government benefits, family & support, financial and emotional factors.  Working  through your plan prior to drafting your legal documents may enable you to best choose how your family is cared for and how your wealth is distributed.


  • Estate planning documents, including wills, trust, health care proxies, powers of attorney and guardianship provisions, should be reviewed with your attorney at least every 5 years..

  • Legal considerations in special needs planning include guardianship and alternatives, special needs trusts, trust administration, and legal settlements.

  • Review ownership of your assets - including all investment assets.

  • Review beneficiary designations on retirement plans, annuities, and life insurance policies.

  • Consider a special needs trust as a vehicle for leaving an inheritance to a child with special needs without disqualifying eligibility for government benefits.

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