Incapacity
Could someone direct assets for your benefit and care if you were incapacitated by an illness or serious accident? What if both you and your spouse were incapacitated by the same accident?

Surviving Spouses
Could your surviving spouse manage your investments and financial affairs as well as you or a designated professional?

Children & Grandchildren
Do you have children from a previous marriage for whom you would want to leave an inheritance? Do you have minor children named as contingent beneficiaries of large sums from life insurance policies and retirement accounts? Would you like to provide for the education or health care of grandchildren or other descendants?

Save Taxes & Expenses
Is your estate arranged to get the maximum to your heirs and charities without shrinkage due to probate expenses and death taxes?

Planned Charitable Giving
Would you be interested in income tax deductions and avoiding capital gains taxes while benefiting charities you would like to support?

Business Succession
Is a plan in place with funding to continue your family business should you become incapacitated or die prematurely? Have management, ownership and capital plans been executed and communicated for the smooth succession of your business?