Request for: What Issues Should I Consider Before I Update my Estate Plan?

We all have an Estate Plan. If we didn't create it, the State did. We should have one and keep it updated. This checklist can help make sure you don't miss any important considerations.

What are the Eligibility Issues?
Cash Flow Issues?
Debt Issues?
Tax Planning and Other Concerns?

Nobody likes thinking through these issues, but we have the power to designate our wishes after we are gone. If we don't, the State will do it for us. I think we would do a better job. This checklist will help making sure you take care of the things that are important, such as:

Are There Previous Marriages?
Will There Be an Estate Tax Issue?
Multiple Residences?
Multiple States?
Children Under 18?
Adult Children Above 18?
Digital Assets?

Please send me the Checklist: What Issues Should I Consider Before I Update my Estate Plan?

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