Estate Planning FAQ’s

Written By Jessica Olivito

Get the Answers to these Frequently Asked Questions in Edward M. Loughran’s FREE eBook 👉

  1. Do I really need to ‘plan my estate,’ anyway?

  2. What documents do I need to prepare?

  3. Don’t you need a lot of money before creating an estate plan?

  4. What will it cost me if I delay getting my estate planning done… or just don’t do it all?

  5. What triggers people to “finally get on” with estate planning?

  6. What do I need to know to plan for my children’s needs?

  7. What if I don’t die but rather become incapacitated? What would happen to me and my family?

  8. Once I establish a trust, I can “take my hands off the wheel,” right?

  9. Do I need an estate planning attorney, specifically, or can I work with a generalist, like a business lawyer?

  10. What are trusts, and why are they important in estate planning?

  11. Will setting up a trust help me avoid (or minimize) taxes?

  12. What other tools can I use to craft my estate plan?

  13. Can I make changes to my trust (and other documents)?

  14. What should I do about items that are sentimental but not valuable?

  15. How often do tax laws change, and what can I do about it?

  16. How do I choose the right estate planning team?   

Jessica Olivito

Dream Developer Jess Olivito is a passionate connector who thrives on social interaction. She's detail-oriented, excels under pressure and lives life with high integrity. Jess is a team-spirited creative who’s passionate about bringing authentic value to other people. She enjoys partnering with others who are intentional about making a genuine difference in the world.

https://dreamteam.marketing
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Do You Need An Estate Plan?