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Estate PLanning

Estate Plan – Measure up?

It is recommended that frequently your estate plan should be reviewed.
Here are some important areas that should be reviewed:
1. Do you have a will or living trust drafted by a qualified attorney?
2. Do you review and update your will every few years?
3. Have you named an executor in your will and notified that person?
4. If your estate is valued at more than $2 million,
  have you made arrangements for minimizing federal estate taxes?
5. Is your life insurance adequate for you and your family’s needs?
  Are the beneficiary designations up to date?
6. Do you have beneficiaries who require special care?
7. Have you established a durable power of attorney in case you become incapacitated?
8. Does your will name a guardian for any minor children you may have?
9. Have you made any provisions for St. Mark the Evangelist Catholic Church
  and any other charities of your interest?
10. Do you have a living will or health care power of attorney
Should you have any questions, consult your attorney.