• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Kuhn and Kuhn Law Firm

South Carolina Estate Planning Attorneys

  • Home
  • Our Firm
    • About Our Firm
    • About The American Academy
    • Advantages of Working With Our Firm
    • Attorney and Staff Profiles
    • Talkin Law
  • Services
    • Asset Protection & Business Planning
    • Charleston Pet Planning
    • Elder Law & Medicaid Services
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family Farms and Businesses
    • Healthcare Documents and DPOAs
    • Incapacity Planning
    • LGBTQ Estate Planning
    • Living Trusts
    • Probate
    • SECURE Act
    • Special Needs Planning
    • Will Packages
  • Seminars
  • Reports
    • Advanced Estate Planning
    • Basic Estate Planning
    • Estate Planning for Niches
    • Trust Administration
  • Resources
    • Client Resources – Estate Planning
    • Consumer Resources – Estate Planning  
    • Elder Law Reports
    • Professional Resources
  • Contact Us
    • Directions to Our Charleston Office
  • Blog
Home / Estate Planning / How to Choose Trusted Helpers for Your Estate Plan

How to Choose Trusted Helpers for Your Estate Plan

November 4, 2011 by John Kuhn, Estate Planning Attorney

While taking the time to create your estate plan, you will have to carefully decide on trusted helpers.  These helpers have different responsibilities and each will help you either during your lifetime or after your death.

If you’re having trouble deciding on trusted helpers for your estate plan, take a look at some of the tips below.  If you have additional questions or if you want to create an estate plan, meet with an estate planning attorney.

Choosing a trustee or executor

When choosing a trustee of your trust or an executor of your will, it’s important to carefully make your decision.  This person should possess the following traits:

  • Able to keep all documents organized and keep proper records
  • Be able to make smart financial decisions that are in your best interest
  • Able to communicate with your beneficiaries on a regular basis
  • Willing and able to commit the amount of time needed to handle a variety of responsibilities
  • Willing to get professional help, if needed

 

Choosing a guardian

Choosing a guardian for your minor children can be one of the hardest decisions you may ever have to make.  You want to select someone who will be able to treat your children well. Your guardian should possess the following traits:

  • Able to give your children the needed level of attention and care
  • Should make your children feel comfortable and safe
  • Willing to make sure that your children experience a similar lifestyle

 

Choosing a power of attorney agent

Regardless of whether you’re selecting a financial power of attorney agent or a healthcare power of attorney agent, he or she should be able to handle all of the duties and tasks associated with the job.  Your agent should possess the following traits:

  • Should be able to communicate effectively
  • Able to make smart medical and financial decisions
  • Willing to respect your wishes and act in your best interest

 

Take care when selecting the trusted helpers for your estate plan.  If you need help making a decision, or if you’re ready to create your estate plan, consult with a qualified estate planning attorney.

  • Author
  • Recent Posts
John Kuhn, Estate Planning Attorney
Former South Carolina State Senator, John Kuhn is a founding partner of the Kuhn & Kuhn Law Firm.The Kuhn & Kuhn Law Firm is a boutique estate planning (wills, trusts and probate) firm, which he and his wife opened in 2002.The law firm was created to serve clients who want an excellent and thorough estate plan.
Latest posts by John Kuhn, Estate Planning Attorney (see all)
  • Preparing for Coronavirus - March 10, 2020
  • Incapacity Planning - December 20, 2018
  • Special Accounts for People with Special Needs - December 17, 2018

Filed Under: Estate Planning Tagged With: Estate Planning, Executors, Guardians, Power of Attorney Agents, Trustees

Primary Sidebar

Subscribe to Our Blog

Kuhn & Kuhn Law Firm

Charleston
473 Savannah Highway
Charleston, SC 29407
Phone: 843-577-3700

Map

map for Charleston office

Kuhn & Kuhn Law Firm

Summerville
421 Old Trolley Road
Summerville, SC 29485
Phone: Our Satellite Office

Map

map for Summerville office

Opening Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Footer

  • About The Academy
  • Disclaimer
  • Privacy Policy
  • Sitemap
  • Contact Us

© 2021 Kuhn and Kuhn Law Firm
All Rights Reserved.


Attorney Advertisement

footer-logo

Subscribe to our newsletter

  • Facebook
  • Linkedin
  • Youtube
  • Twitter

© 2021 American Academy of Estate Planning Attorneys, Inc.

Copyright © 2021 · Kuhn & Kuhn on Genesis Framework · WordPress · Log in