Estate Planning Essentials

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Across
  1. 2. Legal document that states a person’s wishes for their property after death
  2. 4. Person who receives assets from a will or trust
  3. 6. Legal arrangement to hold assets for beneficiaries
  4. 7. Person named to carry out the instructions in a will
  5. 8. Document appointing someone to make financial decisions if you’re incapacitated
Down
  1. 1. Document appointing someone to make medical decisions if you’re incapacitated
  2. 3. Court process to validate a will
  3. 4. Transfer of assets to beneficiaries without probate
  4. 5. Taxes imposed on the transfer of assets at death