CHECK YOURSELF! ARE YOU ON TRACK WITH YOUR ESTATE PLANNING?
Our Houston estate planning attorneys often get asked: when should we see you again? When do we review our Estate Plan?
The truth is, everyday personal & family changes can make yesterday's well-devised estate plan wholly inadequate today.
Please answer each question Yes or No to determine if there are any gaps in your planning:
■ Is your Will current?
■ Have you chosen and named a guardian for your minor children?
■ Have you chosen and named an executor and trustee you are confident will carry out your wishes?
■ Have you taken into consideration any special medical or education needs certain family members may have?
■ Have you included provisions for long-term health care for you and your spouse and/or other dependents should the need arise?
■ Have you taken advantage of the benefits of lifetime gifts?
■ Have you included charitable gifts?
■ Have you provided investments assistance for family member who may need help managing their inheritance?
■ Have you minimized your taxes?
■ Have you provided for a smooth and tax-advantaged transfer of your business interests at your retirement or death or if you become disabled? If you answered No to any of these questions, you may have a serious gap in your estate planning.
The best way to keep your estate plan up-to-date is to have your Houston Estate Planning Attorney review it on a regular basis. If you are unsure about the state of your assets, click below to schedule your free consultation or call us 832.295.0770 to schedule an Asset Review with one of our Houston estate planning attorneys.