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Fundamental Importance Estate Planning - Cushing & Dolan, P C

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The only existing estate planning documents in place for this particular couple were two old simple Wills. Issue/Problem What are the estate tax ramifications of the husband dying prior to the expiration of the long holiday weekend and assuming that he was unable to get any estate planning documents executed prior to such death. Analysis/Solution Perhaps the largest mistake this client made was not having even a durable power of attorney in place as this fact alone would prevent the attorney ...

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What are the goals of estate planning?

Having worked with clients to develop estate plans, there are some common basic goals that are considered. This includes providing for loved ones, mitigating or avoiding probate, minimizing taxes, providing for the orderly distribution and stewardship of assets, protecting assets, and planning for incapacity.

What is the objective of estate planning quizlet?

What is the goal of estate planning? The goal of estate planning is effective and efficient transfer of assets. Must consider: Conflicts between will and assets held jointly and between will and named beneficiaries in contracts.

What are the estate planning principles?

Estate planning can be explained through three guiding principles: minimize estate and income tax consequences; avoid probate; and provide asset pro- tection for beneficiaries.

What are the 3 main priorities you want to ensure with your estate plan?

A: The three main priorities of an estate plan are to ensure that your assets are distributed in the way you prefer, that someone else has the authority to make decisions on your behalf if you are unable to do so, and that your beneficiaries are clearly defined.

Why is estate planning important in Canada?

It isnt always easy to think about, but putting together an estate plan will ensure your wishes are carried out and your loved ones are provided for. Setting your powers of attorney well in advance gives your loved ones the opportunity to be effective advocates for you if you ever need it.

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