Creating My Estate Plan
- Upgrading or Downgrading your plan
- IRA to Spouse considerations
- How are trusts for beneficiaries created and when?
- Intentionally Excluding Family Members From Your Estate
- Instruction to Trustees with Discretion on Annual Distributions
- Do I need a subscription?
- Adding additional information to my will or trust
- Having backups or alternates for key estate roles
- Foreign or International Trustees
- Inheritance Distribution Options
- How do I decide which plan is right for me?
- Do I need an estate plan?
- Can I create an estate plan alone?
- What information do I need to have to start?