It’s important to name executors and trustees who can provide the necessary expertise in handling assets and duties. And, while no one likes to think about being incapacitated, a durable power of attorney affords optimal protection in such a situation.
Adler Pollock & Sheehan is pleased to present the February/March 2020 issue of Insight on Estate Planning In it, we discuss those and other topics related to ways to achieve your estate planning goals. Specifically, we explain why digital assets require special planning in an estate plan. In addition, we look at why keeping assets hidden can be a big mistake.
Our firm excels at a broad range of estate planning services. We would welcome your questions or comments about the topics discussed or others related to developing and implementing a tax-smart estate plan. Please call us at 401.274.7200 and let us know how we can be of assistance. Also, please tell us of anyone else you think might like to receive this newsletter.