If your answer “Yes” to any of the following basic estate planning questions, you should contact our office to help you with planning to take care of your family and your finances.
- Do you own real property?
- Do you have a child(ren) is(are) under the age of 18 that need care if you were to pass away?
- Did you recently get married or divorced?
- Do you own assets that do not have a beneficiary listed to receive those assets?
- Does the total gross value of the real and personal property you own exceed $150,000?
- Do you have a Will, but not a Trust?
- Do you wonder what would happen to your assets after you pass away?
If any of the following basic estate planning statements are “True”, you should contact our office to help with planning to take care of your family, your finances and your healthcare, or with updating your estate plan:
- I have not legally authorized someone to handle my financial matters if I am unable to on my own
- I have not legally designated someone to handle my healthcare if I am unable to on my own
- I have an estate plan, but 1 or more of my children are now over 18
- I have an estate plan, but I have more grandchildren than I did before
- I have an estate plan, but I now live in a different state
- I have an estate plan, but I purchased a new property
- I have an estate plan, but I sold some assets, traded some stocks, or think I may do so soon
- I do have an estate plan, but the value of my estate has now grown
- I do have an estate plan, but I completed it before 2004
- I do have an estate plan, but I’m just not sure if everything in it is still accurate