a Bright Future for Your Family
Are you on track with your estate planning? Use the following ten-point
checklist to find out. Just answer each question "Yes" or "No."
Does your estate plan:
1. Include an
2. Name a guardian
for your minor children?
3. Name an executor
(or personal representative) and trustee you are confident will
carry out your wishes?
4. Take into consideration
any special medical or educational needs certain family members
5. Include provisions
for long-term health care for you and your spouse and/or other dependents
should the need arise?
6. Take advantage
of the benefits of lifetime gifts?
7. Include charitable
8. Provide investment
assistance for family members who may need help managing their inheritances?
9. Minimize taxes?
10. Provide for
a smooth and tax-advantaged transfer of your business interests
at your retirement, death or if you become disabled?
Every "NO" answer
may indicate a gap in your estate planning.