Term Estate Planning Assistance
Code FT-2700
Definition Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime, develop a plan for managing their finances in the event of a disabling illness, prepare binding instructions for the health care they wish to receive or avoid should they become terminally ill, make arrangements for the disposition of their assets with a minimum amount of taxation upon their death and provide for the administration of their estate should their spouse or other beneficiaries be incapable of managing their affairs. Estate planning provides an opportunity for individuals to make their wishes known and to name the person(s) who will be responsible for carrying out those directives. Tools available during the estate planning process include a Last Will and Testament, durable power of attorney for health care, durable financial power of attorney and a directive to physicians such as a living will, natural death directive or other state-recognized document. A revocable living trust may also be appropriate in some circumstances.
Created 3/10/92
Changed 1/11/10
Use References
See Also References Elder Law (FT-2450)
Elder Mediation (FT-2455)
Estate and Gift Tax Information (DT-8700.1900)
Estate Entitlement Assistance (FT-6900.1800)
Estate Planning for Pets (PD-7600.1750)
Planned Giving Program Development (TP-2300.2000-660)
Prenuptial Agreements (FT-3000.6800)
Preservation of Assets Assistance (LH-4000.6500)
External Classification Terms Legal Aid-Civil (UW
Legal, Consumer and Public Safety Services (USA LE-450)
Legal/Public Safety (CAN LP-450)
Legal Services (NTE I80)
Specialized Law Practice Areas (NPC I06)
Related Concepts Death and Dying
Financial Services/Benefits
Long Term Care
Older Adults
Facet Service
Bibliographic References “Estate Planning”, NICHY News Digest, Volume 2, Number 1, 1992, P.O. Box 1492, Washington, DC 20013-1492

“Estate Planning and Probate”, National Academy of Elder Law Attorneys, http://www.naela.com NOTE: the materials we used are no longer accessible by non-members.

“Estate Planning Goals and Tools”, Layne T. Rushforth, http://www.rushforth.net/tools.html

“Trusts and Wills”, Estate Council Law Group, http://www.estatecounsel.com NOTE: relevant articles are now at a new site as a result of a merger between Estate Council Law Group and The Albertson Law Group: http://www.albertsonlaw.com/RunScript.asp?p=ASP\Pg0.asp

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