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Here Are the Questions You Should Ask Yourself ESTATE PLANNING POINTS TO FOCUS ON
When making long-term estate plans, it is helpful to take it one step at a time. A good way to start is by asking yourself some questions:
protected and tax-efficient manner, in light of changes to applicable law? Have I set up a special needs trust to provide for my disabled loved one? Have I set up asset-protected trusts for my loved ones so that their inheritance is protected from future ex-spouses, lawsuits, or other claims? What are the potential risks and benefits related to digital assets in my estate plan? Have I discussed my long-term plans with my heirs so there are no unpleasant surprises, especially if we are a blended family?
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Is my current estate plan structured efficiently to minimize family effort and expense, or even controversy, after my death? How might new federal economic and tax policy changes impact or undermine my existing estate planning? Do I have powers of attorney that express my wishes and allow my family or designees to make financial, business, and health care decisions if I’m incapacitated? Have my adult children executed the necessary basic legal documentation to allow me to assist with their affairs in the case of an accident or illness? Will my qualified retirement accounts be passed to my beneficiaries in a
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FREE EDUCATIONAL SEMINARS If you have not yet created your estate plan, or it has been over five years since you created your plan, we invite you to learn more about comprehensive estate planning by attending one of our free upcoming seminars. You can find details in this newsletter’s insert or on our website attorneyoffice.com .
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