- Do you have a Will or a Trust?
- If you have minor children, have you named Guardians in writing?
- If you have a Living Trust, have you transferred your assets into it?
- In case you become incapacitated, have you signed a Financial Power of Attorney?
- Do you have a current Health Care Power of attorney that appoints an agent to handle your medical decisions if you are incapacitated?
- Do you have provisions in your Trust or Will that address the issue of estate taxes?
- If you want to make gifts to charities at your death, are they clearly set forth in your estate planning documents?
- Do your estate planning documents clearly set forth how your tangible personal property is to be distributed at your death, including the care of any surviving pets?
- Since you signed your estate plan, have you changed your mind about any aspect of the plan?
- Has the value of your assets substantially changed since you signed your plan?
- Have you substantially changed the kind of assets you own since you signed your plan?
- Have you been married, divorced or widowed since signing your estate plan?
- Have you had children since your estate planning documents were signed?
- Have your children had children?
- Have you, your spouse or child become physically or mentally incapacitated since your planning documents were signed?
- If you bought new real estate, is it owned by your trust?
- Have you moved out of state since your estate planning documents were signed?
Feel free to make an appointment with our firm to review your estate plan.
