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The 10 Basic Questions of Estate Planning

It’s not easy to contemplate your own mortality, but a good estate plan can provide for your heirs, protect your assets, and promote family harmony once you’re gone.

Estate planning is complex and because it involves facing your own mortality, it can be difficult subject to address. While you most likely have a will, this simple document may not be sufficient to manage your estate and efficiently pass on assets to your heirs. Even if you have an estate plan that you’re confident in, it’s a good idea to review that plan in light of changes resulting from the American Tax Relief Act (ATRA) that became law in 2012.

Here are 10 simple questions that address the basic issues of estate planning:

Click here to download the full article describing Estate Planning (PDF).