Tax Time Tool

ESTATE PLANNING CHECKLIST

Is your family prepared for life without you? Are your wishes known and your assets protected in the event of disability, incapacity, divorce or financial troubles? Tax season is the perfect time to take an inventory of your “legal health” and uncover the answers to these questions while your financial documents are organized and in order.

The checklist will help you discover the many places where your family and assets may be exposed and vulnerable, should the unthinkable happen. Answering “No” or “ Not Sure” to three or more questions is a good indication that estate planning, or an update to your existing plan, may be necessary

If you discover your plan may be out of date, or you’re ready to create your plan, register for an upcoming workshop, call our office at 315-793-3622 or create your will, healthcare proxy, and power of attorney right now online.

Remember, an out-of-date plan can be worse than having no planning in place at all!

 

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