Brittany: Here at Bratton Scott, there are five essential estate planning documents that we always recommend that individual has. These are your:
- Last Will and Testament,
- General Durable Power of Attorney,
- Health Care Power of Attorney,
- Living Will and
- HIPPA Release.
Charles: In addition to the basics you should consider federal and state taxes, special needs planning for any potential disabled beneficiaries, trust for minors and how your estate plan may be affected by qualified and nonprofit assets. Here at Bratton Scott, we walk you through the decision making process in creating your estate plan.