6 Estate Planning Questions You Should Ask Yourself Every Year

If you have not revisited your estate plan this year, ask yourself these 6 questions:

1.  Should your estate plan be changed to reflect any new laws, new assets, or changes in your life?

2.  Are your assets being tracked so that if anything happens to you, your family knows exactly how to access everything you own right now?

3.  If you refinanced your property and the bank required that you transfer the deed to your name, was it deeded back into your trust?

4.  If you have made gifts to family or friends, have you exceeded your exemption limit for the year?

5.  Are you maximizing opportunities for income tax deductions in the current year?

6.  Are the people you have designated as executor, trustee or beneficiaries still the right ones?

Schedule an Estate Planning Session with Jill Gregory to ensure that your estate plan is current.

Schedule Your Appointment

This article is a service of Jill Gregory Law, a Personal Family Lawyer® firm. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That’s why we offer a Life and Legacy Planning Session™, during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. You can begin by clicking the button above or calling our office today at 949-514-8842 or 530-581-5455, to schedule a free 15 Minute Phone Consult with Jill Gregory, or a full Planning Session today. Mention this article to find out how to get this $750 Life and Legacy Planning Session at no charge.

The content is sourced from Personal Family Lawyer® for use by Personal Family Lawyer® firms, a source believed to be providing accurate information. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking legal advice specific to your needs, such advice services must be obtained on your own separate from this educational material.