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Basic estate planning checklist4/13/2024 ![]() Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. Estate planning can be a complex process, but you can make it easier with the support of capable, experienced. You want to make sure the assets you’ve worked so hard to accumulate during your lifetime go to the people or organizations you care about. A comprehensive estate plan includes a financial power of attorney, a medical power of attorney, and an advance medical directive or living will. Understanding the basics of estate planning. Consider other estate planning documents to help you and your family when you are alive but unable to manage your affairs. Here are seven items you’ll want to carefully consider as you’re making your estate plan. Wells Fargo Advisors and its affiliates do not provide tax or legal advice. However, it is only effective after you die. toll-free at (855) 376-5291 or e-mail him at today and speak to him personally. ![]() Don’t wait until it’s too late to plan for the future. While we can't create your actual estate plan, we can help by working with you and your team of advisors to get the information you need to develop a comprehensive plan. We can help you in all aspects of estate planning in NJ including elder care, asset protection and tax reduction law. Getting You the Financial Information You Need to Plan Your Estate
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