| Revocable Living Trust |
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Avoids Probate Court and Guardianship proceedings in regard to assets transferred into the trust. For larger estates, two trusts may be required to avoid State or Federal Estate Taxes.
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| Certificate of Trust |
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Is recorded at the Registry of Deeds when real estate is placed into a trust.
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| Written Instructions |
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Plain English instructions for the client and client's family explaining what the trust does, how to put assets into it and how to manage it.
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| Pourover Wills |
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Insures that property left in your own name is transferred to the trust, even if it is not transferred by you during your lifetime. This document also names the Guardian for minor children.
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| Durable Power of Attorney |
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Allows a spouse or anyone of your choice to sign documents and handle affairs for you. This document is particularly helpful if mental or physical disability prevents a person from managing his/her own affairs.
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| Living Will |
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Evidence of your personal desires and treatment preferences to physicians and family members in the event of a terminal illness.
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| Health Care Proxy |
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Delegates authority for making medical decisions to the person of your choosing.
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