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 Six, Number Twelve • December 2008
 

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Trustee Support Services LLC

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
"Are You Ready?"

I have reviewed my estate plan and am confident that I have selected successor decision-makers capable of fulfilling the personal, legal, accounting and financial responsibilities created under my estate plan.
Yes.
No.

I have reviewed my estate plan and am comfortable with the people (charities and pets included, if any) I have identified as most important in my life.
Yes.
No.

I have reviewed my estate plan and have made legal arrangements for the distribution of specific sentimental, one-of-a-kind items to specific people.
Yes.
No.

I have reviewed my estate plan and have made legal provisions to discourage and even prevent family conflicts upon my death.
Yes.
No.

I have located, identified and valued all of my property...and I have communicated this crucial information in writing to my successor decision-makers or, alternatively, I have let them know where I keep such information.
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