What Does the Typical Estate Plan Include? Well, let's start with discussing what a "typical" estate plan is, and is not. The fact is that there is not really one typical estate plan as everyone's situation is a bit different. There is a fairly common set of circumstances that creates a "typical" estate plan, and usually covers most people. However, there are several situations that require special estate planning, and push some people out of the more typical estate plan. Special Estate Planning to Avoid the Federal Estate Tax Most of us don't have assets that would push us into the realm of needing to worry about federal estate tax. If you have assets that meet,...
