Estate Planning Checklist

Estate planning topics to discuss with Meyer & Spencer and your financial planner:

Why should I have a Will?
Do I need a living Will?
What is a Health Care Proxy?
Should I give my spouse/child a Durable Power of Attorney?
What is Probate and should I try to avoid it?
What are the benefits of a Revocable Living Trust?
Can I protect my assets through the use of a Trust?
Will my Estate incur any Estate Taxes?
Will a Credit Shelter Trust decrease my Estate Tax liability?
How can an Irrevocable Life Insurance Trust help my heirs?
How can I best care for a disabled child/spouse after my death?
What options do I have with my IRAs?
Will charitable gifting provide me with any tax advantages?
How can a family Limited Partnership assist with the transition of control of my business?
Can I provide gifts to my children grandchildren and still maintain control?