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I have a current Health Care Power of Attorney
to permit my spouse, children and/or family to
make emergency health care decisions for me
in the event I am unable to do so.

I have a current Durable Power of Attorney to
possibly permit my spouse or children to handle
my financial affairs in the event I become disabled.

My Revocable Trust or Power of Attorneys
specify a comfortable test to determine
my disability?

If I have a Revocable Living Trust in place
as part of my estate plan, my trust gives instructions
for my care and the care of my loved ones?

I am certain that my current estate plan will
minimize possible federal estate taxes at my
death, including taxes on my house, life insurance
and IRA’s.

If I have a Revocable Living Trust in place
as part of my estate plan, I’m sure that my trust
is fully funded so that my family can avoid the
delays and expenses of probate.

I have taken steps to avoid possible will
contests and disputes at my death.

I have taken steps to protect my children’s
inheritance in the event my surviving spouse
chooses to remarry.

I have recently checked the beneficiary
designations of my retirement plans and life
insurance policies, and I am confident that I have
not listed my estate or any minor children as
either primary or secondary beneficiaries.

I have a plan to provide creditor and lawsuit
protection for assets passed to my surviving spouse.

Does your current plan provide creditor and
lawsuit protection for your children’s inheritance?

Does your current plan address income
tax planning?

I have a plan to protect my children’s
inheritance from a divorcing spouse.

I am satisfied with the persons I named as
guardians of my minor children in my current plan.

I am satisfied with the persons I named as
executor in my current plan.

I am satisfied that my current plan sets up a
contingent trust for my minor children.

I am aware of all future estate planning
fees and expenses and have my updating and
estate settlement expenses agreed upon in writing.