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Basic Estate Planning

Basic estate planning is about identifying your assets, estimating their values, and making a reasonable prediction as to whether your assets will be subject to the Estate Tax, as well as drafting fundamental documents such as a Will. Documents prepared in the course of basic estate planning might include:

• An Estate Plan Record System that tabulates all of the assets and liabilities of your estate
• A simple Will appointing a Guardian where appropriate
• Appropriate Powers of Attorney
• A Directive to Physicians
• A Revocable Living Trust and Pour Over Will
• Anatomical Gift Forms