Think about the people involved
Consider who may make financial or healthcare decisions, care for dependents, handle administration, or receive property under the plan.
Create a broad asset and responsibility list
List real estate, accounts, insurance, business interests, important personal property, debts, and continuing family responsibilities.
Identify preferences and open questions
Write down healthcare preferences, family concerns, charitable goals, and anything you want explained before selecting a planning approach.
This resource provides general information only and is not legal advice. Laws and individual circumstances vary. Reading or watching this material does not create an attorney-client relationship. Speak with a qualified attorney about your situation.
