[nopardons]

Our insurance guy set us up with thw lawyer and the estate planner. Also, IF you do special trust funds, for children or grandchildren, that's your insurance man's venue.

Some people set up specila life insurance type plans, to offset estate tax payments and / or to immediately get money int the heirs' hands, to help defray the costs of probate.

[JD86]

Let me jump in with my disclaimer....nopardons is right that each of these people, the lawyer, the planner, the insurance agent...and I would add CPA...all have a part to play. And it is best if they work together to make a cohesive plan. Otherwise all the pieces might not fit when you really need them too. Carry on..:)

[JD86]

When you started getting your plans together....what documents did your professionals want to see? That might help people get their documents organized...if you can give them a general idea. Thanks.