| HOME | LIBRARY | CONTACT US |

Medicaid Planning Special Needs Trust Estate Planning Trust Administration Guardianship

 

General Info FAQ Glossary  

Estate Planning

Ask yourself these questions:

  1. Does my Will distribute my assets to my spouse and children in the manner which I intend?

  2. Is there a coordination of benefits between my retirement plan, my life insurance, any annuities I may own and my Will?

  3. Do I understand the duties of my executor, my trustee, my healthcare representative and my agent under my power of attorney and have I made good selections?

  4. Do I want to disinherit anyone?

  5. Have I made provisions for my grandchildren?

  6. Is my estate, when combined with my spouse's estate, including all real estate investments, life insurance and retirement plans exceed $1,000,000?

  7. Should a living trust be considered?

  8. Should a disclaimer trust be considered?

  9. Are my children mature enough to handle the assets I expect to leave them if I die prematurely?

  10. Have a made adequate provisions to protect my children of a prior marriage? 

 

© Elder Law Alliance
Admin1  Admin2
Medicaid, Special Needs Trust, Estate Planning,
Trust Administration and Guardianship Attorneys.
This page is intended to provide general information about
elder law and its areas of practice.  It is not intended to give legal
advice to anyone on any subject.