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Estate Planning Goals: A Checklist
Estate planning should always be done with your goals and objectives in mind. Please print this page and circle those issues that concern you. Write any other goals on the back side of the page.
1. I want to create a consistent and comprehensive estate plan which includes my own health care plans.
2. I want to plan for my elderly parents.
3. I want to preserve my privacy.
4. I want to reduce estate and death taxes to the lowest possible level.
5. I want to avoid probate and minimize settlement expenses for my family.
6. I want to avoid unnecessary placement in a nursing home by planning for in-home health care.
7. I want to plan for disability of me or my spouse and avoid court conservatorship.
8. I want to protect children from a failed marriage by preventing their divorced spouse from taking my child’s inheritance.
9. I want to protect the inheritance of my minor or disabled children or grandchildren and avoid court conservatorship.
10. I want to disinherit one or more of my children or family members.
11. I want to plan for my grandchildren rather than have them receive their parent’s share of my estate.
12. I want to plan the transfer and survival of the family business.
13. I have one or more pets that should be protected and cared for.
14. I want to control all of my own assets while I am alive and healthy.
15. I want to save 100% of the estate tax on my life insurance so that all proceeds can pass on to my heirs estate tax free.
16. I want to create a special tax exempt trust to which I can transfer some of my assets for a lifetime income and to avoid capital gains tax.
17. I want to control who will make health care decisions for me in the event of my incapacity.
18. I want to protect my children’s inheritance in the event my surviving spouse chooses to remarry after my death.
19. I want to plan for a child with disabilities or special needs.
20. I want to plan for my children from a previous marriage.
21. I want to leave an endowment |
Tools for Individuals
A Visual Overview
Tools for Businesses
For Aspiring Business Owners
For Business Owners
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