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Estate Planning Guide

Planning your estate gives you peace of mind that your property will go to the people you want, in the ways that you wish. Estate planning saves money on taxes, court costs, and attorneys' fees.  It also lets your loved ones celebrate your life without being burdened with confusing financial details or red tape after your death.

Effective estate plans should include a durable power of attorney and a will. A durable power of attorney is an estate planning instrument intended for managing your property in case you become incapacitated in some way while you are alive.  A power of attorney can provide inexpensive insurance in the event of incapacity as a result of illness or accident, regardless of age.

A will is an estate planning instrument for the management and distribution of your property after death. A revocable (or "living") trust is another estate planning instrument that many people use to avoid probate and manage their estates during life and after death. 

Quinn, Racusin & Gazzola Chartered is available to guide you through the details of estate planning. The questions below are useful to consider when planning your estate.

  • Do any of my family members have special needs?

  • Are there tax considerations?

  • What are my intentions?

  • How best to accomplish them?

  • Whom should I select as my agent/fiduciary?

  • What are my wishes concerning certain medical/health situations?

  • Whom do I trust as guardian for my children?

  • Would a trust be beneficial to me?

  • At what age should my minor children receive an inheritance?

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