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LAW OFFICE OF E.D. MEDINA

Estate Planning and Trust Administration

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    How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

    How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

    Is a Financial Plan Enough?Why Experts Say You Need an Estate Plan, Too

    Is a Financial Plan Enough?Why Experts Say You Need an Estate Plan, Too

    The Difference b/w Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

    The Difference b/w Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

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    Which life events that require an immediate estate plan update?

    Which life events that require an immediate estate plan update?

    Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs. However, your plan must also name someone who will make medical and financial decisions for you if you cannot make decisions for yourself. You also need to c
     

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