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What are the key questions I need to address in my estate plan?
May 07, 2014

Your estate plan should provide answers to:

• Who will conduct my affairs and pay my bills in case I am incapacitated?

• Who will act and decide on my behalf regarding medical procedures in case I cannot make those decisions due to incapacity?

• Who will decide on my behalf regarding whether I should stay on life support?

• Who will receive my assets upon my death?

• What organizations are worthy of my assets?

• How should my assets be transferred upon my death?

• Have I named the right beneficiaries for my retirement accounts?

• Is there something I should be doing now in order to minimize any difficulties in transferring my assets and costs upon my death? 


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