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An estate plan is the orderly disposition of one's probate and non-probate assets in accordance with an individual's wishes and desires. An estate plan includes not only the preparation of a Last Will and Testament, but may include a Power of Attorney, Living Will, Advance Health Care Directives, Irrevocable Insurance Trust or more sophisticated documents, as well as analysis of assets ownership and tax consequences.
Why Plan Your Estate?
If you postpone planning for your demise until it is too late, you run the risk that your intended beneficiaries may not receive what you would want them to receive whether due to extra administration costs, unnecessary taxes or squabbling among your heirs.
Estate planning is important, no matter how small your estate may be. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. It permits you to save as much as possible on taxes, court costs and attorneys' fees; and it affords the comfort that your loved ones can mourn your loss without being simultaneously burdened with unnecessary red tape and financial confusion.
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