Sometimes, posts on law blaws can get a little bit esoteric. Every now and then I think it's useful to go back to the beginning, and set forth the documents that comprise a basic estate plan. Every single adult should have these in place, regardless of age, marital status, wealth, and whether or not they have children. These documents are:
Some estate planning professionals will state that every single person should have a revocable trust. As I've written in the past, while they are good for some people, not everyone needs them.
Visit South Florida Estate Planning Law for more commentary from Florida estate planning attorney David Shulman. David Shulman is an attorney located in South Florida who focuses his practice on Wills, Trusts and Estates, and Tax Planning. He attended George Washington University Law School and Brandeis University, both of which he graduated with honors. In addition David received his LLM in Estate Planning from the University of Miami Law School. Prior to starting his own practice, David worked for the Internal Revenue Service and a large South Florida law firm.
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