ASK YOURSELF: HAVE I MADE LEGAL ARRANGEMENTS…

  1. Image of man with questionsTo avoid the unnecessary and substantial costs, delays, and publicity of the Probate Process?
  2. To protect my estate from unnecessary Federal Estate Taxes?
  3. To avoid a court imposed conservatorship in the event I am declared incapacitated or become disabled?
  4. So my family can access my medical records in the event I am incapacitated or disabled?
  5. So my family has the authority to make my healthcare/life support decisions in case I am unable to do so?
  6. To protect my surviving spouse from creditors, predators and the disinheritance of our children?
  7. To protect the inheritance of my children from irresponsible management, potential future divorces, lawsuits, creditors and/or bad judgment?
  8. To protect the inheritance of my grandchildren from paying unnecessary estate tax?
  9. To protect the inheritance of any family member with special needs (i.e., mental or physical), so they are not disqualified from public assistance?
  10. To appoint a legal Guardian (back-up parent) for my minor children, if they are orphaned or if I am incapacitated and cannot care for them?
  11. To prevent the IRS from taking away over 40% of my life insurance proceeds from my family?

If you answered “No” or are unsure, your family is counting on you to contact us now to arrange an initial consultation and avoid the consequences of inaction.


EVEN IF YOU ALREADY HAVE A WILL AND/OR A TRUST…

  1. Have you recently had your Trust reviewed to assure it is up to date and remains legally viable under current law? Major tax code changes recently create significant problems!
  2. Have you made sure your distribution plan is still sound and that your spouse, children and grand-children are protected from the unpredictable problems of remarriage, lawsuits, creditors and predators?
  3. Have you had your Health Care Powers of Attorney reviewed for current viability? Changes in the law make this imperative!
  4. Have you considered whether those you have appointed as Trustees or agents are still alive and/or willing to serve?
  5. Have you incorporated changes to your overall circumstances, e.g. increase in net worth, additional children, more life insurance purchased, new grandchildren, received an inheritance, etc. into your planning?
  6. Have you considered whether a recent marriage, divorce, remarriage, or becoming widowed, might require a change in your planning?

If you answered “No” or are unsure, your family is counting on you to contact us now to arrange an initial consultation and avoid the consequences of inaction.

Wealth Counsel

Wealth Council

Docubank

Docubank

Contact Us

Steven M. Greenwood, P.C.
2801 Townsgate Rd., Ste. 210
Westlake Village, CA 91361

805-277-5020 - Phone
805-277-5021 - Fax
info@CAestatelaw.com

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