What does a proper estate plan include? | Ryan S. Ratner, P.A. | ryansratner.com/ | ryanratner.com/ | (561) 544-7314 | (561) 245-2285 | 4400 N Federal Hwy, Suite 210, Boca Raton, Florida 33431

What does a proper estate plan include? In my 27 years of experience in drafting wills, trusts, and estate planning administration, I've learned that typically, it's going to include a revocable trust agreement, a port of a will, a financial power of attorney, medical power of attorney, and living or will, as well as various assignments to make sure that those assets, the individuals assets are transferred into their trust, such that, at the time of their incapacity or death, all of these documents are working together to carry out their goals and objectives.