Estate Planning Documents









Randolph Robida, PC
7400 East Caley Ave, Suite 300
Centennial, Colorado 80111
Telephone: 303-321-4600
Fax: 303-557-4071
Email: RRobida@JRRobidaPC.com 


Some basic Estate Planning documents include the following:
  • Wills
  • Trusts
  • Financial Powers of Attorney
  • Medical Powers of Attorney
  • Living Wills

Some typical Estate Plans include the following:

  • Will, Financial and Medical Powers of Attorney, and Living Will
  • Simple Will for a Single Person
  • “I Love You Wills” for a Married Couple
  • Wills with Contingent Trust for Children for a Married Couple with or expecting Children

Estate Plans for taxable estates should include some of the following:

  • Wills with a Martial Trust and Bypass Trust for Married Couples (also known as A/B Wills)
  • Irrevocable Life Insurance Trust
  • Sophisticated Tax Planning Arrangements:
    • Family Partnership
    • Charitable Remainder Trust and Charitable Lead Trust

 



What You Need To Know To Create a Good Estate Plan
Without Paying Too Much 

Sample Estate Planning Report
 

 

 

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