Galbraith Associates, P.C.

INDIANAPOLIS
10150 Lantern Rd
Fishers, IN 46037
317.578.1400
317.578.0207 fax

NAPLES
Suite 602
5150 North Tamiami Trail
Naples, Florida 34103
239.593.0996
239.593.4623 fax

From the Law Firm of Galbraith Associates, P.C.

Volume Seven, Number Twelve • December 2009
 

Contents

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This publication does not constitute legal, accounting or other professional advice. Although it is intended to be accurate, neither the publisher nor any other party assumes liability for loss or damage due to reliance on this material.

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Ask Yourself 

These Questions Regarding
"Procrastination Perils"


I have selected financial fiduciaries, both primary and secondary, and am confident that they can handle the responsibilities and risks involved in serving.
Yes.
No.

I have identified and valued all of my assets in a written inventory to assist my financial fiduciaries with their responsibilities in the event of my incapacity or death.
Yes.
No.

I have selected guardians (i.e., back-up parents) for my minor children in the event they are orphaned.
Yes.
No.

I have reviewed and coordinated the beneficiary designations of my life insurance and retirement plans with my overall Life & Estate Plan objectives.
Yes.
No.

I have made arrangements in my Life & Estate Plan to safeguard, manage and distribute my assets to loved ones according to my wishes.
Yes
No

I have made arrangements in my Life & Estate Plan to provide for my favorite charities upon my incapacity and/or death.
Yes
No

If you are not satisfied with any of your answers, it may be time to schedule an appointment with your attorney to review your legal planning. If you would like to meet with us, please call the office to schedule an appointment.

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Contact Us:
Brad A. Galbraith ~ Joanna S. Feltz ~ Brenda L. Armstrong

Communications Manager:
Lisa Ellis