Category Archives: Estate Planning Tools

Life insurance occupies a unique place in estate planning which is not replaceable by other assets.

A Lasting Power of Attorney is a legal document which allows a person to voluntarily appoint one or more persons to act and make decisions on his behalf if he should lose mental capacity one day.

An Advance Medical Directive (AMD) is a legal document you sign in advance to inform your doctor that you do not want the use of any life-sustaining treatment to be used to prolong your life when you become terminally ill and unconscious and where death is imminent.

A trust is a powerful estate planning tool if it is properly structured and understood.

A will is a legal document that instructs the administration and distribution of what a person owns (his ‘estate’) among his beneficiaries after his death.