What else do I need as part of a complete estate plan?
 
 

As part of your estate plan, in addition to a Trust, we will also prepare a Pour-Over Will, which works in conjunction with your Trust.  Certain assets which were left out of your Trust can then be gathered up and “poured over” into your Trust after your death.  Additionally, as part of your estate plan, we will also make sure you are protected with appropriate powers of attorney and medical directives which will protect you in the event of illness or disability.

 

 
 
 
 
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