Do you have a Will?

    If you have minor children, do you have a current Will which names Guardians?

    Do you have a Living Trust?

    If you have a Living Trust, have you transferred your assets into it?

    In case you become disabled, have you nominated someone to handle your financial
    affairs?

    Do you have a current Health Care Proxy (Power of Attorney) that provides the names,
    addresses and telephone numbers of your designated agents to handle your medical
    care if you're disabled?

    Do you have provisions in your Trust or Will that address the issue of death taxes?

    If you want to make gifts to charities at your death, are they clearly set forth in your
    planning documents?

    Do your planning documents clearly set forth how your personal property will be
    distributed at your death, including the care of any surviving pets?

    Since you signed your planning documents, have you changed your mind about any
    aspect of the plan?

    Has the value of your assets substantially changed since you signed your planning
    documents?

    Have you substantially changed the kind of assets you own since your planning
    documents were signed?

    Have you recently been married, divorced or widowed since your estate planning
    documents were signed?

    Have you had children since your estate planning documents were signed?

    Have your children had children?

    Have any of your children been married, divorced or died since your planning
    documents were signed?

    Have you, your spouse or child become physically or mentally incapacitated since your
    planning documents were signed?

    Have you bought or sold a house or other piece of property since your planning
    documents were signed?

    Are you contemplating selling stock or other valuable assets with a low cost basis?

    Have you moved between states since your planning documents were signed?

    If you have a Living Trust, are Medicaid triggers in place to ensure that at the
    appropriate time Medicaid planning can be implemented?



                                                 SCHEDULE A CONSULTATION
Copyright © 2007 Callaghan Parente LLP. All Rights Reserved.
Estate Planning
Check-up
  Callaghan Parente llp  Attorneys and Counselors at Law