Depending on the complexity of your estate, you may require the services of a lawyer, a
Investment advisor, an accountant, an insurance agent or a trust officer.
Developing a complete estate will require much more than a will. Depending on your personal
situation, you will need to consider a combination of the following components
Many of us consider a Power of Attorney (or “POA”) document essential to the estate plan. The document is utilized while the donor (or “grantor”) of the power is alive and usually incapacitated. The POA is distinguishable from a will, which takes effect on death. The question often arises as to what extent a person named in a POA (the “attorney”) can engage in estate planning on behalf of the donor of the power.