Questions On Estate Planning
Have your client make decisions about leaving their legacy.
*Whats the primary goal for your estate–avoiding taxes? Providing for your family?
Charitable giving? Who are the principal beneficiaries of your estate?
*When was your will last updated? Do you have a living will? Do you have durable power
of attorney in the event you cant make decision?
*Do you own life insurance? Do you think you have enough? Why? Do you own the policy