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Assembling Your Estate Planning Team

Who Do You Need on Your Side?

Recruiting outside help is a smart move when it comes to putting together a solid estate plan. Bringing in the professionals can help make sure your plan accomplishes what you want and prevents future disputes.

Here are a few key players you may want on your estate planning team:

  • Estate planning attorney: The bulk of your estate plan is made up of legal documents such as a will, a trust, powers of attorney and living wills, all of which should be prepared by an attorney.
  • CPA/tax professional: Your estate plan may require a review of complex tax issues relating to income, estate, gift and capital gains, so a tax professional is a must-have.
  • Insurance professional: You may wish to review the amount of life insurance needed at your death to provide for survivors’ needs. In addition, for larger estates, life insurance may be needed to pay federal or state estate taxes, so it’s wise to have an insurance agent involved.
  • Trust officer: This professional can assist with any trusts in your plan that are created now (such as a revocable living trust) or at your death for your spouse, children or other loved ones.
  • Gift planning officer: If you’re considering including a charitable organization, such as Hindu Heritage Endowment, in your estate plan, Shanmuganathaswami can develop the best gift plan to meet your needs and ours. Contact them at hhe@hindu.org or 808-822-3012 x 6 to get started.
eBrochure Request Form

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Raising Children

The Hindu Temple of the Woodlands Endowment

Provides funds for the maintenance and improvement of this Texas temple

HPI Fund

Hindu Press Internation Fund

Supports the daily collection and distribution of non-biased Hindu news throughout the world

Hindu of the Year

Hindu of the Year Fund

Covers the costs of providing an award plaque to Hinduism Today's Hindu of the Year

West Texas Temple Fund

Hindu Association of West Texas Endowment Fund

Supports the maintenance of this Midland, Texas, USA temple

Planned Giving Guidance

Protecting Yourself and Hindu Causes in a Shaky Economy

Use Giving Assistant to save money and support Hindu Heritage Endowment

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

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