If you are among the 40% of Americans who believe they don’t have enough assets to have an estate plan, here’s a simple estate planning checklist for you to take to see if you’re right.
✅ If you check YES to only one item on the list below, then you’re right!
✅✅If you check YES to two or more items on the list, then YOU NEED AN ESTATE PLAN.
How do I know this? I’m an estate planning attorney and have been practicing for 27 years.
⚖️Estate Planning is more than a document to say where your assets go after you die.
⚖️ Estate Planning includes documents needed to grant legal authority to someone you trust to make medical and financial decisions for you if you cannot do so for yourself. The law does not give anyone this right for anyone else who is over the age of 18…even your spouse.
⚖️Estate Planning includes a review of your assets and beneficiaries to ensure your accounts pass to the people you want and this is important no matter how large or small the value of your accounts are.
⚖️Estate Planning services provided by a trustworthy and experienced estate planning attorney are customizable and can be as simple or as complex as your assets require.
SO…How did you do on the quiz?
✅✅If you have two or more checks, the experienced estate planning attorneys at Reed Wilson Case can help you.
Kristen Prout, Catherine Baccaro, Catherine (Cate) Craig
Call us!
☎️ 860-669-1222
️ www.reedwilsoncase.com
Middletown / Guilford
Disclaimer: The information provided in this article does not, and is not intended to, constitute legal advice and is for general informational purposes only.
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Joan Reed Wilson Esq. – Managing Partner
Practices in the areas of estate planning, elder law, Medicaid planning, conservatorships, probate and trust administration, and real estate. Admitted to practice in the States of Connecticut and California, she is the President of the CT Chapter of the National Academy of Elder Law Attorneys (NAELA), an active member of the Elder Law Section of the Connecticut Bar Association, accredited with the PLAN of CT for Pooled Trusts, with the Veteran’s Administration to assist clients with obtaining Aid & Attendance benefits for long-term care needs and with the Agency on Aging’s CareLink Network.
