What goes into an estate plan in Auburn, New York?

An estate plan will include the documents that accommodate your specific needs. It may involve some or all of the following:

  • Last will and testament
  • Living trust
  • Irrevocable trusts (e.g., life insurance trusts, gift trusts, special needs trust, charitable trust)
  • Conservatorship
  • Guardianships
  • Asset protection from divorce, creditors, others
  • Health care directives, including medical powers of attorney, living wills, health care proxy, do not resuscitate (DNR) or do not intubate (DNI) orders
  • Succession plan for business
  • Charitable planning