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 The Michael J. Fox Foundation, in your estate plan, The Michael J. Fox Foundation can develop the best gift plan to meet your needs and ours. Contact them at plannedgiving@michaeljfox.org or 212-509-1524 to get started.
Patients first
We strive to make progress in Parkinson's disease in the following key areas by evaluating risk, opportunities and challenges through a patient-focused lens, including:
Treatments that can slow, stop or reverse disease
Better treatments for currently unaddressed or under-addressed symptoms
Treatments to address or avoid the debilitating side effects of current PD drugs
Patients first
We strive to make progress in Parkinson's disease in the following key areas by evaluating risk, opportunities and challenges through a patient-focused lens, including:
Treatments that can slow, stop or reverse disease
Better treatments for currently unaddressed or under-addressed symptoms
Treatments to address or avoid the debilitating side effects of current PD drugs
Our model is different
Our Foundation is a trusted strategic leader and partner to researchers, patients, thought leaders and philanthropists. With an unbiased expert perspective and a global network of contacts, our wide-ranging view of the field lets us collaborate to solve complex problems that require different talents and target resources where they are needed most — to pay off for patients faster.
It is accepted practice among private disease research funders that the most important decisions — how to allocate donor-raised dollars — are made by external scientific advisors and boards. We bucked this model from day one in favor of building an in-house team of formally trained PhDs and business-trained project managers.
We’re on a mission to meet every person with Parkinson’s online or face to face. We're committed to connecting patients and families to the robust nationwide PD community. By participating in clinical trials, advocating for Parkinson's policy or engaging in our community and Team Fox events, they are helping us carry new therapies over the goal line.
Our model is different
Our Foundation is a trusted strategic leader and partner to researchers, patients, thought leaders and philanthropists. With an unbiased expert perspective and a global network of contacts, our wide-ranging view of the field lets us collaborate to solve complex problems that require different talents and target resources where they are needed most — to pay off for patients faster.
It is accepted practice among private disease research funders that the most important decisions — how to allocate donor-raised dollars — are made by external scientific advisors and boards. We bucked this model from day one in favor of building an in-house team of formally trained PhDs and business-trained project managers.
We’re on a mission to meet every person with Parkinson’s online or face to face. We're committed to connecting patients and families to the robust nationwide PD community. By participating in clinical trials, advocating for Parkinson's policy or engaging in our community and Team Fox events, they are helping us carry new therapies over the goal line.