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1. My spouse has a full understanding of my inheritance planning, including documents, purpose, location of assets, and which key advisor to call should the unexpected happen to me.
Y
?
N
X
2. My inheritance plan includes strategies to protect my adult children and my other future heirs from loss of inherited assets to divorce, to lawsuits, or to con-artists.
3. My inheritance plan includes provisions to protect me and my family should I become incapacitated and can no longer manage my own affairs.
4. If I have appointed family members or friends as executors or trustees, they have been trained and understand their fiduciary obligations and required procedures.
5. I am certain my IRA beneficiary designations are consistent with the requirements of my estate plan.
6. I understand it is usually an income tax disaster to have my IRA, 401-k, or similar plan goes to my estate.
7. I have a current list of important personal papers and their location.
8. I have written or recorded my life story for the benefit of my loved ones.
9. I have all of the pertinent information required to manage my online world (websites, user name, passwords, online bills, etc.). These are in a secure location, like a safety deposit box, and my spouse, executor and key advisors know the location.
10. I understand that ALL my assets, including group and individual life insurance controlled by me, are subject to the federal death tax.
11. I may require assistance in updating my inheritance plan.
