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    Home » Resources » Estate Planning » Estate Planning Checkup

    Estate Planning Checkup

    • Do you have a Will?
    • If you have minor children, do you have a current Will which names Guardians?
    • If the total gross value of all your assets is over $100,000 do you have an Estate Plan?
    • If you have a Living Trust, have you transferred your assets into it?
    • In case you become disabled, have you nominated someone to handle your financial affairs?
    • Do you have a current Health Care Power of Attorney that provides the names, addresses and telephone numbers of your designated agents to handle your medical care if you’re disabled?
    • Do you have provisions in your Trust or Will that address the issue of death taxes?
    • If you want to make gifts to charities at your death, are they clearly set forth in your planning documents?
    • Do your planning documents clearly set forth how your personal property will be distributed at your death, including the care of any surviving pets?
    • Since you signed your planning documents, have you changed your mind about any aspect of the plan?
    • Has the value of your assets substantially changed since you signed your planning documents?
    • Have you substantially changed the kind of assets you own since your planning documents were signed?
    • Have you recently been married, divorced or widowed since your estate planning documents were signed?
    • Have you had children since your estate planning documents were signed?
    • Have your children had children?
    • Have any of your children been married, divorced or died since your planning documents were signed?
    • Have you, your spouse or child become physically or mentally incapacitated since your planning documents were signed?
    • Have you bought or sold a house or other piece of property since your planning documents were signed?
    • Are you contemplating selling stock or other valuable assets with a low cost basis?
    • Have you moved between states since your planning documents were signed?
    • If you have a Living Trust, are Elder Law triggers in place to ensure that at the appropriate time Elder Law planning can be implemented?

    Feel free to make an appointment with our firm to review your estate plan.

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    There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
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    Testimonials

    Client Review
    August 4, 2020
        

    Very happy with work. Everything explained clearly and concisely and all my questions were answered completely. Process of putting together plan and review of documents was very organized and easy to understand.

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