Estate Planning
Top 10 questions we help solve for.
- 1.Do I actually need a trust, or is a will enough for my situation?
- 2.Are my beneficiary designations set up correctly across all of my accounts, including retirement accounts and life insurance?
- 3.If something happened to me tomorrow, would my spouse or family actually know what to do and where everything is?
- 4.How are my accounts titled, and does it matter for what happens to them when I pass?
- 5.I have a blended family. How do I make sure the right people are protected and the wrong assumptions are not made?
- 6.What is the step-up in basis and how does it affect decisions about which assets I hold and which I give away?
- 7.How do I coordinate my financial plan with my estate attorney so nothing falls through the cracks?
- 8.Is there a smart way to give money to my kids or grandkids now rather than waiting until I pass?
- 9.Do I have the right documents in place, including a power of attorney and healthcare directive, if I become incapacitated?
- 10.How do I make sure my estate plan stays current as my assets grow and my family situation changes over time?