Do You Have a Healthy Estate Plan? Answer These Vital Questions

Estate planning is different if you are 28 or 58 and retiring. Make sure you and your loved ones are not at risk.

Your Estate Planning Checkup

If you already have an estate plan, then take this quiz to see how healthy it is. Use this checkup to make sure your estate plan stays in good health. Answer Yes, No or Unsure to these questions:

□ I have backup executors and guardians for minor children in my will.
□ I have legally appointed someone to handle decisions for me if I cannot.
□ I have a strategy in place to save probate and income taxes.
□ I have provided for loved ones with special needs.
□ I have a plan to deal with my business if I die.
□ I regularly preview my estate plan to ensure that it achieves my goals.
□ I review my loved ones’ needs so my estate protects them.
□ I have an updated inventory of assets and valuable documents.
□ My life and disability insurance coverage will replace income, cover taxes and gifts.
□ My loved ones know where my up-to-date will is stored.

Don’t be concerned if you cannot say ‘Yes’ to all these questions right away. I can help you make sure your estate plan is complete.

Are you worried about your estate plan? Have questions or don’t know where to start? I can help. Contact me for a meeting to discuss your questions.

I am a Certified Specialist. Estate law is all I do.