What you want is an
- not just a trust.
Your trust must be coordinated with your other estate planning documents which depend on your specific desires and needs.
Your estate planning package can include:
t Your intervivos trust
t Pour over wills
t Deeds to transfer real property & recording
t Assistance in transferring other assets
t Coordinating insurance / retirement funds
t Powers of attorney (durable or not)
t Children’s trust (for those under 30)
t Guardian appointments for children
t Conservator /Guardianship appointments
t AHCD – Advanced Health Care Directives
t HIPPA release statements as needed
t Consent to dual representation
t By Pass Trust to reduce estate taxes