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Trust and Estate Planning

Each Estate Plan Typically Includes:

• One or more trusts: to avoid probate and reduce or eliminate estate tax
• Trust Property: assets to fund the trust
• Pour over will: to transfer other property into the trust
• Short Form Trust: Affidavit Summary of Trust for bank and other institutions
• Funding Instructions and assistance
• Location List of Important documents and personal property
• Estate Planning Distribution Letter: to dispose of personal items
• Burial and Funeral Instructions
• Anatomical Gift Forms
• Advanced health care directive
• General Durable Power of Attorney for property: in case of disability
• HIPPA forms for health insurance