 |
|
Jackson & Campbell, P.C.
Attorneys and Counselors at Law
Office Locations:
Washington, D.C.
Vienna, VA
Baltimore, MD
Rockville, MD
|
DISCLAIMER: Use of this website does
not create an attorney-client relationship.
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.
|
|
Trusts & Estates |
Volume 3, Issue 8, August 2011
|
|
QUICK TIP
Is it Time to Review Your Plan?
Proper estate planning is a process, not simply a one-time event. Therefore, it only makes sense to periodically review your planning goals and legal instruments. Review this
list of life changes that could alter your estate-planning needs. If you notice some areas that might apply to you or your family, it may be time for an estate plan check-up.
- Marriage, remarriage or divorce
- Death of a spouse
- Substantial change in estate size
- Death or incapacity of an executor, trustee or guardian
- Move to another state
- Acquisition of property in another state
- Birth or adoption of a child or grandchild
- Serious illness of a family member
- Change in business interest or retirement
- Change in insurability for life insurance
- Marriage or divorce of a beneficiary
- Change in beneficiary attitudes
- Financial irresponsibility of a child
- Change in tax law
- More than two years since review of plan with attorney
|
ONLINE QUIZ
 Ask Yourself These Important Questions About
"
Admirable Administration."
"
Click Here to Start.
|
|
Efficient Estate Administration
Admirable Administration
 Question. If today were your last, how would you be remembered regarding your estate planning? Would it be for leaving a mess for others to clean up, or would it be for leaving a thoughtfully drafted, thoroughly implemented and carefully maintained plan so your appointed fiduciaries could smoothly administer your estate?
Finishing well, in terms of your estate planning, is the focus of this article, as we review general responsibilities fiduciaries assume when administering an estate. Accordingly, you may want to share it with them while there is still time to discuss your wishes.
Read on about Efficient Estate Administration ...
Treasure Hunt
 Question: What property do you own, where is it located and how much is it worth? Next question: Is this information recorded, whether in hard-copy or electronically? Next question: Who, if anyone, has knowledge of and access to this information? If you cannot answer each of these questions with confidence, then your final legacy for your loved ones may resemble a very unpleasant treasure hunt.
Learn how to avoid an unpleasant Treasure Hunt for your loved ones ... |
[ www.JacksCamp.com ] [ Newsletter Home ] [ Previous
Page ]
|
|
|
|
Copyright © Integrity
Marketing Solutions.
|