Estate Plan

10 questions behind a strong estate plan.

• 1.Do I have a will, and is it actually up to date?
• 2.If I have young kids, have I named guardians for them?
• 3.Are the beneficiaries on my accounts current and correct?
• 4.Do I have powers of attorney in place if I couldn't make decisions?
• 5.Do I have a healthcare directive so my wishes are known?
• 6.Do I need a trust, or is that overkill for my situation?
• 7.Are my accounts and property titled the right way?
• 8.Who can access my accounts and digital life if something happens to me?
• 9.How do I make sure my family isn't left with a mess to untangle?
• 10.How often should I revisit these documents as life changes?

• 1.Is my estate structured to pass smoothly to the people I choose?
• 2.How do I transfer wealth to my heirs without an unnecessary tax hit?
• 3.Are my trusts, titling, and beneficiaries all working together?
• 4.What's the most effective way to give to charity as part of my legacy?
• 5.How do I pass money to kids or grandkids in a way that actually helps them?
• 6.Do I want to give some of this away during my lifetime?
• 7.If I own a business, what's the plan to exit or pass it on?
• 8.Are my incapacity and end-of-life documents current and clear?
• 9.Have I prepared my heirs, not just my documents?
• 10.How does my estate plan stay coordinated with my tax and income plans?