Estate Planning–An Introduction
Since incapacity can strike anyone at anytime, all adults over 18 should consider having:

  • A durable power of attorney: This document lets you name someone to manage your property for you in case you become incapacitated and cannot do so.
  • An advanced medical directive: The three main types of advanced medical directives are (1) a living will, (2) a durable power of attorney for health care (also known as a health-care proxy), and (3) a Do Not Resuscitate order. Be aware that not all states allow each kind of medical directive, so make sure you execute one that will be effective for you.
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Steps to Estate Planning Success
Steps to Estate Planning Success illustration.
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Estate Planning Pyramid
Estate Planning Pyramid illustration.
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Advantages of Trusts

  • Trusts may be used to minimize federal estate taxes for married individuals with substantial assets.
  • Trusts provide management assistance for your heirs.*
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Conducting a Periodic Review of Your Estate Plan

What is conducting a periodic review of your estate plan?

With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.

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Investment Advisor Representative: Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Registered Representative: Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC.  Cambridge and Affinity Wealth Advisors Inc are not affiliated.

Prepared by Forefield Inc. Copyright 2011.