Estate
Planning
Advantages of a Living Trust Plan
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Avoids probate of family assets.
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Preserves privacy at death.
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Avoids problems of joint ownership.
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Protects assets for disabled children.
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Directs inheritances in blended families.
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Avoids guardianship in the case of incapacity.
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Protects assets from law suits.
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Provides qualification for government benefits.

Estate planning is not just establishing a will or trust.
It also includes:
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Assigning a power of attorney for financial matters upon disability.
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Assigning healthcare proxy to make medical decisions on your behalf.
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Establishing designated beneficiaries on life insurance and retirement accounts.
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Making final expense arrangements.
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Minimizing estate and capital gain taxes.
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Repositioning assets to qualify for government benefits.