Customizable Estate Planning Check Up Checklist

Estate Planning Check-Up Download PDF Version Here Client Information Client Name: _________________________________________________________________________ Telephone: _________________________ E-mail Address: ____________________________________ Questions Yes No Not Sure Your Current Estate Planning Documents Do you have a Will or a Trust in place?  Without proactive planning, state laws will determine how your assets pass, to whom they pass, and when they...
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Stress Test Your Estate Plan

So you have done the hard work of establishing an estate plan. Good for you! However, you still have serious work to do to ensure that the strategy you have selected will maximize your peace of mind and protect your legacy. Estate plans should be like living, breathing creations that reflect the changes in your...
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How to Leave Assets to Adult Children

When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn’t necessarily mean they should receive equal shares of your estate. For example, it may be desirable to give more to a child who...
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