Many people equate estate planning with a will. While a will is an important part of an estate plan, a complete estate plan often includes more than a simple will. Estate plans may include a will, a trust, a power of attorney and an advanced medical directive. There are multiple types of both testamentary trusts (which activate at the death of the testator and are drafted wholly in the will) and intervivos trusts (drafted and funded prior to the passing of the testator). These documents should be drafted to work together   with the rest of your financial plan to form a comprehensive estate plan.
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If you have been named the executor of a will, you have likely been overwhelmed by the various requirements, notices and tax claims. Filling out state and federal schedules and meeting or trying to meet strict deadlines can be difficult. The assistance of a professional who understands estate administration is not only helpful, it is essential. We have many years experience in handling estates, both great and small. Whether your estate is federally taxable and requires additional post mortem planning, or is a simple, one-asset estate, we can help.
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NYT > Business

03/10/2010 04:45 AM
China?s Exports Rise 46%
Economists said the data signaled a rebound in consumer demand in the U.S. and other Western markets.
03/09/2010 11:05 PM
European Leaders Call for Crackdown on Derivatives
The multiple, and at times seemingly conflicted roles, of investment banks like Goldman Sachs have also drawn scrutiny.
03/10/2010 05:41 AM
E.U. Signals Approval for Larger Airline Alliance
European antitrust regulators took a step toward approving an alliance between British Airways, American Airlines and Iberia.
03/10/2010 07:48 AM
Another Quiet Open on Wall Street
With little economic data so far this week, indexes have fallen into a pattern of trading within a narrow range.
03/10/2010 04:40 AM
Britain Debates Costs of Free Home Care for Elderly
Prime Minister Gordon Brown?s plan to provide free care for the growing elderly population faces opposition at a time of record deficits.