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Note: Nothing in this publication is intended or written to be used, and cannot be used by any person for the purpose of avoiding tax penalties regarding any transactions or matters addressed herein. You should always seek advice from independent tax advisors regarding the same. [See IRS Circular 230.]

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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.

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