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| 1. Do you have a Will or Revocable Living Trust? | Yes No Unsure |
- Does it meet your family's needs?
| Yes No Unsure |
| 2. Is your estate, including retirement benefits and proceeds of life insurance, over $2,000,000? If so,
| Yes No Unsure |
- Have you executed Trust Wills to reduce estate tax?
| Yes No Unsure |
- Have you started a tax-saving program of gifts to family members?
| Yes No Unsure |
- Have you thought about charitable gifts?
| Yes No Unsure |
- Have you considered life insurance to help fund the estate tax liability?
| Yes No Unsure |
- Does a family limited liability company make sense for you?
| Yes No Unsure |
| 3. Do you have an interest in a family business? If so, | Yes No Unsure |
- Do you have a strategy for reducing the estate tax cost for passing it on?
| Yes No Unsure |
- Can you defer the estate tax attributable to the business?
| Yes No Unsure |
- Have steps been taken to ensure a smooth transition of control?
| Yes No Unsure |
| 4. Do your life insurance and retirement plan beneficiary designations, your joint tenancy assets and any community property agreements conform to your overall estate plan? | Yes No Unsure |
| 5. Do you have a Durable Power of Attorney to provide for continued management of your financial affairs in the event of your disability?
| Yes No Unsure |
6. Do you have a Durable Power of Attorney to handle your health care decisions in case you are incapacitated?
| Yes No Unsure |
| 7. Have you thought about (a) artificial life support; (b) organ donation; (c) how your remains should be handled? If you have specific wishes, have you documented them in writing? | Yes No Unsure |
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| Don't wait for a vacation, major surgery or other significant life event before considering your estate plan. If you would like to complete and send this checklist to our group and set up an appointment to meet with one of our attorneys, please fill out the fields below and then click Submit. |
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