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When putting together an estate plan advisors should: 1. Ensure the client always appoints executors, guardians, and trustees that are different people when there are

When putting together an estate plan advisors should:

1.

Ensure the client always appoints executors, guardians, and trustees that are different people when there are dependent children to safeguard the assets for the benefit of the children.

2.

Verify that the client has consulted a lawyer when drafting a will.

3.

Provide guidance on expected outcomes of the estate tax liability and possible solutions to mitigate them.

4.

Ensure the client always includes directions for final instructions on burial, cremation, donation of organs or other such wishes.

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