SMART ESTATE PLANNING SIMPLIFIED
Estate Plan Components
Powers of Attorney
Powers of attorney are legal documents that grant one person the authority to act on behalf of another in specific matters, such as financial or medical decisions. This allows for seamless handling of affairs when the principal is unable to make decisions due to incapacity or absence.
Will or Trust
A trust is often more advantageous than a will because it provides privacy, avoids probate, and allows for more control over asset distribution. Trusts can seamlessly manage assets during incapacity and can be structured to offer tax benefits, ensuring a smoother transition for your beneficiaries.
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