The Questions of Estate Planning, Part 2: What?

Brooke Swier Schloss
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Estate Planning & Family Law Attorney

Estate Planning is often misunderstood. Some people think it only involves preparing a simple Will. Some think it only involves preparing a Will or a trust. How hard could that be? But it entails so much more than that. It involves coordinating all the various aspects of a person’s assets so they achieve the goals of the person. Typically, this involves a Will and / or a trust. But it also involves coordinating beneficiary designations on life insurance, IRAs, retirement plans, etc. It also includes planning during lifetime for the person’s incapacity. Increasingly, it may also involve planning for qualification for public benefits, either for the client (for Medicaid) or one of the client’s loved ones who has special needs. In considering how to plan, many different considerations may come into play, including various tax and property issues.

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