Trust, Estate & Elder Law

Planning Questionnaire

Answer the following questions to get an idea of where your current estate plan may need some improvement.

Do you already have a Will or a Trust in place?
Has your Will or Trust been reviewed in the last two years?
Do you have a Health Care Power of Attorney which allows someone to make emergency health care decisions for you in the event you are unable to do so?
Does your estate plan contain a customized plan to determine if you are mentally disabled?
Have you created instructions for your care (if incapacitated) or the care of your loved ones?
Will your current plan minimize federal estate taxes at your death, including taxes on your house, life insurance and IRA’s?
If you have a Revocable Living Trust, have you fully funded it?
Have you taken steps to avoid possible will contests and disputes during the administration of your estate?
Does your estate plan protect your children’s inheritance in the event your surviving spouse chooses to remarry?
Are your beneficiary designations for retirement accounts and insurance policies up to date and correct?
Does your current estate plan provide creditor and lawsuit protection for assets passed to your surviving spouse?
Does your current estate plan provide creditor and lawsuit protection for assets passed to your children’s inheritance?
Are you confident that your current estate plan is income tax efficient?
Does your current plan protect your children’s inheritance from a divorcing spouse?
Have you formally named guardians for your minor children?
Are you satisfied with the persons selected as executor and trustee in your current estate plan?
Are you confident that your executor, power of attorney, and successor trustee are prepared to act on your behalf when asked to?

If you answered "No" or "Not Sure" to any of these questions, please submit this form to request that we contact you to set up a time to discuss your estate planning needs.  Please note that submission of this form does not create an attorney-client relationship.  We would love to help you reach your goals, but we need to speak to you and hopefully meet you in person before we can determine how we can help. 

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