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No matter what your age, planning for the inevitable is both practical and comforting. Practical, in that you put all of your affairs into order and ensure that your final wishes for the disposition of your property is carried out the way you want. Comforting, because you can put these matters behind you and know that you have made arrangements for your loved ones and have not burdened grieving survivors with figuring out what should be done. Whether you have a small estate or a more sizable one, I can help you set your plans in motion. The beginning of course is the preparation of a Will. These can be easy or complicated depending on the size of your estate. You need to consider all of your assets, decide on executors and of course who you wish to be the beneficiaries of your estate. Some individuals may wish to set up a Trust. Trusts can be used for numerous purposes such as safeguarding funds for minors to charitable purposes. I have, as an example set up a link to a charitable trust for which I am a Trustee. This particular Trust,
The Anna Sosenko Assist Trust, was established by my late client to help emerging artists in the musical areas of theatre, opera or concert.
Wills and Trusts are not the only documents which should be considered when doing your estate planning. Living Wills, Resuscitation Instructions, Designating a Surrogate and Health Care Proxies
are all forms which deal with life and death
considerations. Specifically, these leave
instructions to carry out your instructions for
medical care should you become incapacitated or
incompetent and are unable to make life or death
care decisions for yourself. The links to the
forms above are provided as samples for your review
and use. As with any legal document, you
should still have them reviewed by an attorney
before completing them and having them executed.
Caution:
The links are for sample forms
only. Be certain to discuss your specific situation,
state laws that affect you, and any recent
developments with a local attorney, and other
professionals.
Disclaimer:
This information for
educational purposes only. The goal is to help you
best work with your professionals and to obtain
better service and results as an informed consumer.
There is no assurance that the laws or sample
documents are current, that the forms will achieve
the desired goal in all circumstances. Laws change
frequently and vary from location. Therefore, you
should always consult with a local attorney,
accountant, or other expert.
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