Q&A Quiz

I want to make sure that my children or other heirs avoid the expense and delay of Probate Court if I become disabled or after I pass away.

The value of my estate, including all real estate, cash, investments, life insurance death proceeds, etc. exceeds $75,000.

If I’m disabled I would like to choose in advance who will make my financial and medical decisions, instead of leaving it up to the Probate Court.

I am concerned about the possibility of a will contest after I die.

If I die before my spouse, I want to make sure that my spouse is not able to change the estate plan if he/she were to remarry.

I have children under the age of 18.

I want to include beneficiaries in my estate plan who I fear may not wisely manage the inheritance because of their age, spending habits, addictions, etc.

I want to make sure that the inheritance going to my loved ones is protected from unintended beneficiaries, such as a child’s spouse (or ex-spouse), creditors, or lawsuits.

I own “high risk” assets such as rental properties or a business, or I am concerned about my exposure to unanticipated lawsuits.

I have an estate plan (such as a will or trust), but it has been more than 3 years since it has been reviewed by an attorney.