Wealth Preservation_Flipbook_2024

People and Papers To develop a comprehensive plan, you will need certain key documents and the guidance of a professional team. The advisors you choose and the documents you require may vary with your specific situation. These are some of the “people and papers” typically involved in the estate planning process. Naturally, you must give careful thought to your beneficiaries — family, friends, and/or charitable organizations. After all, the estate conservation plan is ultimately for their benefit. Creating an Estate Plan Trustee Estate attorney Tax adviser Beneficiaries Power of attorney Financial professional