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An Essential Estate Planning Checklist Edward L. Perkins JD, ELM (Tax), CPA Gibson & Perkins, PC www.gibperk.com1AN ESSENTIAL ESTATE PLANNING CHECKLIST Prepared by Edward L. Perkins, JD, ELM (Tax)
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Estate planning is the process of anticipating and arranging for the disposal of an estate during a person's life. It aims to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.
Anyone who wishes to ensure their assets are distributed according to their wishes and minimize taxes and other expenses upon their passing is encouraged to have an estate plan in place.
An essential estate planning typically involves working with a lawyer or financial advisor to draft documents such as a will, power of attorney, healthcare directive, and possibly a trust depending on individual circumstances.
The purpose of an essential estate planning is to ensure that one's assets are distributed according to their wishes, minimize taxes and other expenses, and provide for the management of affairs in the event of incapacity.
Information such as details of assets, beneficiaries, guardians for minors, healthcare preferences, and instructions for distribution of assets must be included in an essential estate planning.
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