Estate planning is the process of creating a will, living trust, and other estate-planning documents to protect your assets and provide for your loved ones should you pass away. An estate planner can help you address specific financial, legal, and health concerns, as well as provide guidance on how to communicate and manage your affairs. If you are thinking about appointing an estate planner for your family, visit https://www.apsitaxes.com/services/estate-planning

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Some common duties of an estate planner include:

1. Advising clients on the best way to structure their estates to minimize taxes and maximize inheritance rights.

2. Reviewing and updating existing estate plans as needed.

3. Helping clients identify potential probate risks and recommend appropriate probate avoidance strategies.

4. Advising clients on how to fund their estates and how to make funeral arrangements in case of death without a will or living trust.

5. Meeting with heirs and/or beneficiaries to discuss their inheritance wishes, and helping to ensure that those wishes are carried out properly.

6. Serving as a go-between for the client and the courts during estate proceedings.

7. Providing guidance on estate administration, including the preparation of wills, trust documents, and financial disclosures.

If you are interested in working with an estate planner, be sure to speak with a professional sooner rather than later!

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