Five Crucial Estate Planning Questions

estate-planning

CAN YOU CONFIDENTLY ANSWER THESE FIVE CRUCIAL ESTATE PLANNING QUESTIONS?

<table style= "border-collapse: collapse;<!-- [et_pb_line_break_holder] -->width: 100%;"><!-- [et_pb_line_break_holder] --> <tr><!-- [et_pb_line_break_holder] --> <td style="font-size:20px">1. Do you have a written legal Will or Trust that outlines how your assets should be distributed in the event of your passing? </td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#008000'; ">YES</td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#ff0000'; ">NO</td><!-- [et_pb_line_break_holder] --> </tr><!-- [et_pb_line_break_holder] --> <tr><!-- [et_pb_line_break_holder] --> <td style="font-size:20px">2. Is there an assigned executor in your Will? Do your family members know who to notify in the event of an emergency? Do your family members know where to find important paperwork? </td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#008000'; ">YES</td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#ff0000'; ">NO</td><!-- [et_pb_line_break_holder] --> </tr><!-- [et_pb_line_break_holder] --> <tr><!-- [et_pb_line_break_holder] --> <td style="font-size:20px">3. Has your written plan been updated in the past five years? Does it include all family members and account for recent divorces, marriages or births? Does it include any newly purchased assets?</td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#008000'; ">YES</td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#ff0000'; ">NO</td><!-- [et_pb_line_break_holder] --> </tr><!-- [et_pb_line_break_holder] --><tr><!-- [et_pb_line_break_holder] --> <td style="font-size:20px">4. Does your plan minimize negative tax implications?</td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#008000'; ">YES</td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#ff0000'; ">NO</td><!-- [et_pb_line_break_holder] --> </tr><!-- [et_pb_line_break_holder] --><tr><!-- [et_pb_line_break_holder] --> <td style="font-size:20px">5. Is all of your paperwork (such as Power of Attorney, Medical Directive, Will, Trust) up to date and properly distributed to the appropriate family members?</td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#008000'; ">YES</td><!-- [et_pb_line_break_holder] --> <td onclick="this.style.backgroundColor = '#ff0000'; ">NO</td><!-- [et_pb_line_break_holder] --> </tr><!-- [et_pb_line_break_holder] --></table><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --></body><!-- [et_pb_line_break_holder] --></html>

If you answered NO to any of these questions, schedule a complimentary appointment with us to further discuss your goals. You can proceed in two ways: