How Prepared Are You?
Your answers will help determine if you are best utilizing the tools of estate planning. It'll only be a few questions.
Do you and your loved ones have a will, a trust or advanced directives that have been updated within the last 5 years?
Do you have contact information for all of your next of kin?
(aka heirs & legatees)
To assist with estate planning, do you and your loved ones heirs have a list of all assets owned?
Do your beneficiaries know where this list is?
Have you updated your employment beneficiaries within the last 5 years or sooner?
(Consider major life events such as marriage, divorce, birth, and death)
Did you know that children cannot inherit assets?
Have you selected a trusted person to manage assets for any minors?