A Secure Plan for Your Future

When considering Estate Planning, ask these questions:

• Do you have a current will?

• Are there current individuals or charities that you want to have your assets after your death?

• Have you expressed your wishes about the dying process in living will or life prolonging procedures declaration?

• Have you chosen a guardian for your minor children?

• Have you chosen a trustee to manage your assets for your children after your death?

• Do you know how life insurance proceeds will be taxed at your death?

• If your assets at the time of your death will exceed $3,500,000, does your current estate plan make provision for the Federal Estate Tax?

• Have you made arrangements to have someone manage your assets should you become incapacitated?

• Do you have a succession plan for your family's business?

• What issues should be addressed in my estate planning?

• What are the death tax rates?

• How much will estate planning cost?

• Who will care for my children?

• Why should I have a will?