ESTATE PLANING QUESTIONS TO ASK YOURSELF

  • Has it been more than 3 years since you reviewed your estate plan, including your will, life insurance policies and any other documents?
  • If you or your spouse passed away today, are you uncertain about what would happen to your property?
  • If you became incapacitated, would your family have to go through court proceedings to carry on your affairs?
  • Do you have minor children or other people who are dependent on you?
  • If a death occurred and court approval was required to release accounts for working capital, could it disrupt your business or family life?
  • Would you like to avoid probate of your estate?
  • Does your life insurance or other accounts name a minor child as a beneficiary?
  • Do you have children by a previous marriage?

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