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Family Discussion Guide & Checklist
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Around your kitchen table, discuss these important family issues:
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Do we have a living trust & will; has it been reviewed & updated for the 2001 Tax Act?
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Are my spouse and all children properly provided for?
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Have I planned for my disability?
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Have I appointed guardians for minor children if we both die?
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Have I funded my trusts and properly titled my property?
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Do any fiduciaries need to be changed?
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Have I provided a locator list where my trust & will can be found & inventoried my assets?
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What is my current approximate net worth and have I maximized tax efficient transfers?
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Do I want life support in case of a terminal medical condition?
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Do I use a professional estate planning team to coordinate my estate, investment & retirement planning? |
Call Richard Mayberry
at (703) 714-1554 to discuss your estate planning needs.
 
Who Gets What, How & When, I Pass Away?
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What percent to children, nieces or charity?
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How to protect spouse, or for unmarried, your partner?
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What happens if heir dies before you?
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Equal installments/different ages; e.g., 1/3 at ages 25-30-35?
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Disinherit someone?
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Should I Hold My Wealth in Trust to Protect
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against children's failed marriages,
failed businesses or lawsuit vulnerability?
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blood line with
second marriages with kids from first marriages?
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against children's
fiscal irresponsibility, medical illness or addictions?
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special needs
children with mental or physical disabilities?
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to provide incentives
to succeed in college or job?
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How do you ensure your
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eldercare legal and financial strategies
will protect family's assets from long-term care costs?
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eligibility for Medicaid? And, if I'm
eligible, how to maneuver the legal process? |
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