Apendices Home

Appendix A

Appendix B

Appendix C

Appendix D

Appendix C: Upfront Decisions to Make About Your Estate Plan

Once you have selected a financial planning team, determine what you want your estate plan to achieve before scheduling a second, longer meeting. Make sure you are clear on the following decisions:

• Do you want to make sure your spouse/partner is financially secure?
• What do you want to happen to the property you’ve accumulated?
• Who will care for your minor children or aging parents?
• Do you want your spouse and children to be provided for in an equitable manner?
• Who will settle your estate in a timely and fair way?
• If you own a business, do you want one or more family members to inherit and manage it?
• Do you desire to keep estate taxes, probate fees, and other administrative and legal costs to a minimum?