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7 Essential Estate Planning Subjects Booklet

Important Booklet

This booklet was designed to help you and your family by providing basic information about your assets, liabilities and final wishes upon your death or incapacitation.  It will organize you so a well-conceived plan with detailed facts about your estate and your personal desires can be left for your loved ones.  Many people are reluctant to discuss death or disability with family members but have less concern about leaving written information behind.  The incapacity or death of a loved one is always a traumatic event which is exaggerated by the inability to make basic decisions – because of the lack of basic information.  Failure to leave necessary information like computer passwords or where you wish to be buried can create family conflict or result in the payment of income and estate taxes that might have been easily avoided.  We recommend that you take the time to consider each of the following documents as a last step of your estate plan to make sure that your family and decisionmakers will have adequate information about your assets, liabilities and final requests.  Keep a copy with important records and, perhaps, provide a copy to family member(s) and/or trusted advisors.


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