Will your heirs get the estate in a manner that is quick and tax effective? Have you gone through the details?
Establishing heirs on the investement is a beginning, but looking at the whole picture of the estate is very essential as well. We are not attorneys, but we can handle all the legal work with the help of professionals to address problems relating to estate tax minimization and trust, powers of attorney and other legal things. Also remember to consult a legal advisor before implementing any technique regarding estate planning.