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Estate Planning Checklist - Do You Need Estate Planning?

Here Are Eighteen Estate Planning Checklist Questions to Help You Learn Whether YOU Need Estate Planning

Many people have mistaken ideas about what estate planning is, or what it can do for you - and more importantly, for those you love. (These cover the most common concerns/concepts related to estate planning.)

  1. Do you have minor children or are you the legal guardian of a child under the age of 18?  Yes___ No__
  2. If your financial situation or finances become public knowledge, do you have concerns that predators might take advantage of loved ones in their time of grief or stress?  Yes____ No___
  3. If you got sick or injured, would you want to ensure that the person(s) that YOU say get to make your medical decisions if you can't do it for yourself? (And that a judge, or someone else, doesn't get to say who makes these decisions??)  Yes____ No___
  4. If you got sick or injured, would you want to ensure that the person(s) that YOU say get to make...
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