Estate Planning 101
During the webinar, guest speaker and Estate Planning Attorney David Guarino, Esq.
concentrates his practice on the overlap of tax and estate planning issues and frequently
includes the integration of special needs planning with traditional estate plans. David
also discusses the different types of documents, including your basic estate plan, durable
power of attorney, as well as health care proxy, and when each should be used.
In Brendan’s latest video, Estate Planning 101, he talks about the different types of documents and when to use them.
Standard estate planning documents
Last will and testament
Durable power of attorney
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.