5 questions


5Here are five basic questions that you should ask when preparing an estate plan:

  1. Would it benefit me and my family to gift during my life?
  2. Do I need to seek specialized advice?
  3. Do I have a plan in place for if I become disabled or incapacitated?
  4. Does my will include my wishes for how end-of-life decisions should be made?
  5. Does my family know what my wishes and estate planning decisions are?