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From The Phoenix Advisor Tip Sheet

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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

directly or is it in a trust?

*If you have a business, are your key employees adequately provided for? Do you have a

succession plan?

Source: The Phoenix Companies, Inc.

Reproduced from National Underwriter Life & Health/Financial Services Edition, September 23, 2002. Copyright 2002 by The National Underwriter Company in the serial publication. All rights reserved.Copyright in this article as an independent work may be held by the author.


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