The estate planning process involves determining personal and family goals, understanding the nature of your assets and circumstances and the needs of your intended beneficiaries.

  • Are your bank accounts, investment numbers, insurance policies, tax information readily accessible by your advisor, beneficiaries or family members?
  • Does your will reflect your current intentions?
  • Have you selected an executor for your estate and designated beneficiaries?
  • Have you considered your investments and strategies to bypass probate and minimize the tax bill?
  • Have you had a discussion with your family about your estate plans?