Optimal Estate Plan to Protect Your Life Savings and Family Relationships
Below are the four documents that constitute an optimal estate plan. Are there other ways to do it? Sure. But based on my education and experience, those options, in general, are less optimal than the four documents that I recommend.
The documents that make an optimal estate plan to protect your life savings and family relationships are the following:
- Revocable Living Trust that turns into a Beneficiary Controlled Irrevocable Asset Protection Trust for Bloodline Descendants;
- Will;
- Power of Attorney; and Living Will.
Click back to the Estate Planning Library to learn more about the optimal estate plan to protect your life savings and family relationships.
Want Peace of Mind and a Complete Evaluation of Your Case?
Call (610) 365-4986 NOW or Click HERE to Schedule a Consultation with Chester County Pennsylvania Estate Planning Attorney, Michaelangelo L. Dippolito. Click HERE to see the attorney’s background.
Not Ready to Speak to an Attorney Yet? No Problem.
Get this FREE Book and Consumer Protection Guide, Will, Power of Attorney, Living Will & Trusts in Pennsylvania, A Consumer Protection Guide on What You Need to Know to Protect Your Legal Rights. Here’s Some of What’s in the FREE Book and Consumer Protection Guide:
- Optimal Estate Plan to Protect Your Life Savings and Family Relationships
- Why Your Retirement Plan Should be in a Trust
- An Estate Plan for 2nd Marriages & Blended Families
- 44 Reasons Why You May Need to Update Your Estate Plan
- Annual Review of Your Estate Plan to Make Sure it Works
- Arming Yourself with Knowledge is the First Step to a New Beginning
Still Not Ready and Want to Learn More Before You Move Forward? No problem.
Click HERE for more information on Will, Power of Attorney, Living Will, & Trusts in Pennsylvania, and remember, we’re just a phone call away at (610) 365-4986.
Chester County Pennsylvania Estate Planning Attorney with ThePeoplesLawFirm.com
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