Estate Planning Information
• Estate Glossary
• Estate Myths
• Estate Worksheet
• Planning Guidelines
• Planning Calculator
• Top Ten Mistakes
• Estate Executor Duties
• Duties of a Trustee
• Probate
• Estate FAQ
• IRA Beneficiary FAQ
• Trustee FAQ

Estate Planning Worksheet

Make a quick list of your estate planning objectives. Click on the first box to mark that you are need this feature, the second if you feel you need additional information and the third if you already have this feature included in your current estate plan.

print out this page and bring it with you when you visit our offices or have it available when you speak with one of our estate planning attorneys on the telephone.

Need	Info	Have	Estate Planning Feature
			Avoiding Probate
			Charitable giving
			Planning for Long Term Care expenses
			Disinheriting a problem child
			Planning to protect assets from creditors
			Avoiding generation skipping taxes
			Avoiding capital gains taxes on the sale of highly appreciated property
			Avoiding or reducing estate taxes
			Planning for the continued survival of a family owned business
			Planning for the sale of a family owned business upon the death of the entrepreneurial spouse
			Planning for the sale of a family owned business upon the death of a surviving spouse
			Making sure that a child from a previous marriage is provided for
			Providing for an elderly parent
			Providing for a physically or mentally disabled child
			Planning for protection of a child in the event of a divorce
			Providing financial guidance for a child
			Protecting my assets in the event my spouse remarries
			Protecting my spouse from a bad remarriage
			Supporting my spouse upon my death
			Maintaining privacy if either myself or my spouse should become incapacitated or die
			Avoiding the appointment of a conservator or guardian in the event that either myself or my spouse become incapacitated
			Maintaining control of my assets while I am in good health