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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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