This article explores some key estate planning issues that arise in nearly every discussion about estate planning.  If couples or individuals arrive in their attorney’s office having already considered these issues, estate planning discussions will go more smoothly and couples will feel more confident in their decisions.

Because the concepts discussed in this article are interrelated, you may want to give it a quick read from start to finish, and then return to the beginning to study each section.

This article has two sections: Section 1 addresses basic concepts and Section 2 (beginning on page 6) provides guidance about some of the key decisions you will need to make.

Read the white paper here: