Name:
Email Address:
1.)
Are all of your important personal and legal documents (e.g., wills, deeds, birth & marriage certificates, adoption, divorce and military discharge papers) in safe, secure location?
Yes
No
2.)
Have you prepared a listing of all of your financial assets, e.g., bank accounts, investment accounts,stocks, savings bonds, real property, that indicates the owner(s) of such property and have you stored it in a location where your family can find it?
Yes
No
3.)
Do you have a complete and current inventory of all your physical possessions, sufficient to support a claim in the event of a loss?
Yes
No
4.)
Do you have a power of attorney which authorizes someone else to pay your bills, monitor your investments and maintain your home if you are not able to?
Yes
No
5.)
Do you have a health care proxy which authorizes someone to make health care decisions for you if you are not able to and a living will which lets your agent know your wishes in the event you become permanently unable to participate in decisions regarding your medical care?
Yes
No
6.)
Do you have a will which describes to whom you would like your property distributed at your death and how you would like it distributed. e.g., outright or in trust?
Yes
No
7.)
Have you named at least two (2) successor agents under your power of Attorney and Health Care Proxy in case your primary agent is unable to act? Have you named at least two (2) successor Executors, Trustees and Guardians under your will?
Yes
No
8.)
Have you recently reviewed the beneficiaries of your life insurance policies, IRA's and other retirement plans to make sure they coordinate with your will provisions?
Yes
No
9.)
Have you considered how you would pay for the costs of any catastophic illness or disability?
Yes
No
10.)
Are you aware of all the tax-savings and assest protection techniques available to you based on your financial situation?
Yes
No
If you answered "No" to any of the above questions, please contact us to schedule an appointment to review your current planning and opportunities for improvement.
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