Do you have beneficiaries on assets such as life insurance, IRAs, 401ks, 403bs?.Have you reviewed your assets for beneficiary designations or survivorship arrangements? If the answer to any of these questions is no, you probably need to schedule a meeting with a probate and estate planning attorney to review your unique situation. Have your insurance policies been audited?.Have your retirement assets been audited?.If you own a business, has it been considered? If the answer to any of these questions is yes, you probably need to schedule a meeting with a probate and estate planning attorney to review your unique situation. With the increase in the estate tax exemption do your estate planning documents need to be revised?. Can these individuals still serve (i.e., do they have the time, are they incapacitated, do they qualify to serve)?.Do you still want these individuals to serve?.Have you reviewed your personal representative selections (Executors, Guardians, Trustees, or Custodians)? Do you have new beneficiaries? (births or adoptions).Has any beneficiary become incapacitated?. Have any family or beneficiary changes occurred? are they on the bank box, know the safe combination, have the key)?
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