Where Do You Go From Here?

Remember, estate planning is about much more than reducing your estate taxes; it’s about ensuring your family is provided for, your business can continue and your charitable goals are achieved. So regardless of what happens with estate taxes, you’ll want to have an up-to-date plan in place.

To this end, use the estate planning worksheet below to identify areas where you need more information or assistance. Or jot down a few notes about things you want us to look at more closely and discuss with you. It may be easy for you to put off developing a detailed estate plan — or updating it in light of changes in tax law or your situation. But if you do, much of your estate could go to Uncle Sam or unnecessary legal expenses— and this could be very hard on your family.

Estate Planning Worksheet - Needs Evaluation

Please check all boxes that apply to your situation.

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