Estate Planning

Estate Planning is a way to protect the things you have worked a lifetime to accumulate. Almost everyone can benefit from the estate planning process, whether it’s preserving assets for your own use, minimizing taxes, or providing a legacy for the next generation.

Estate Planning Self Examination

  • Does your will name a guardian or custodian for your minor children or an adult spouse or child with special needs?

  • Have you created a trust to exclude life insurance from your taxable estate? Estate Planning Self Examination

  • Have you done anything to plan your estate?

  • What is the date of your will or trust? Have the documents been reviewed in the last 3 years?

  • Is your Executor or Trustee the right choice today?

  • Do you have a Durable Power of Attorney, and if so, may he or she make gifts of your property?

  • If your spouse is not a U.S. citizen, have you established a Qualified Domestic Trust?

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