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single individuals or married couples without
young children some of the questions and considerations
you should consider in an estate plan include:
- Providing for
the disposition of your estate with an up-to-date
will
- Planning for
unexpected incapacity through a health care
proxy and durable power of attorney including
specifying:
- Who will manage your bank accounts and
other property if you are unable
- Who will make medical care decisions
if you are unable
- What type of care you would like to receive
under certain circumstances
- If the value
of your assets (including real estate and any
potential life insurance proceeds) is of sufficient
size, you should consider planning strategies
that allow you to:
- Optimize utilization of estate tax deductions
and exemptions for married couples
- Deferring or avoiding payment of state
and federal estate taxes
- Avoid the time and expense associated
with probating an estate
- Advanced planning
for long term or nursing home care (see here
for more detail)
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visit our Appointment page.
Weekend appointments and home visits are possible.
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