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Check-up / Self-quiz

1. I have a current Health Care Power of Attorney to permit my
life partner or family to speak to a doctor on my behalf and
make medical decisions for me in the event I am unable to do
so.
    Yes     No     Don't Know
2. I am satisfied with the persons I named as guardians (back-up
parents) of my minor children in my current plan.
    Yes     No     Don't Know
3. If I have a Revocable Living Trust in place as part of my estate
plan, I’m sure that my trust is fully funded.
    Yes     No     Don't Know
4. I have taken steps to avoid possible contests of my will and
disputes at my death.
    Yes     No     Don't Know
5. I have taken steps to protect my children’s inheritance in the
event my surviving spouse chooses to remarry.
    Yes     No     Don't Know
6. After my divorce, I updated my will; and I am confident that
my ex-spouse is no longer listed as a beneficiary on my life
insurance policy.
    Yes     No     Don't Know
7. My current plan provides creditor and lawsuit protection for my
children’s’ inheritance.
    Yes     No     Don't Know
8. I am certain that my current estate plan will minimize possible
federal and state estate taxes at my death, including taxes on my
house, life insurance, and IRAs.
    Yes     No     Don't Know
9. I am satisfied with the persons I named as executor or trustee in
my current plan.
    Yes     No     Don't Know
10. My adult children fully understand their roles and responsibilities
upon my incapacity or death.
    Yes     No     Don't Know

Click Here to Print a PDF Version of the Estate Planning "Check-Up"
Have you reviewed your current situation lately? Are you prepared? Reviewing the attached list of 10 items may help you determine whether or not you need to take action to plan or update your estate plan. It can also help you to take inventory of your current plan.




Maryland Attorney Terry Douglas serves residents from Annapolis, Arnold, Broadneck, Crofton, Crownsville, Davidsonville, Edgewater, Ft. Meade, Gambrills, Glen Burnie, Highland Beach, Hillsmere Shores, Millersville, Odenton, Parole, Riva, Severna Park, Shadyside, and surrounding Maryland communities. Attorney Terry Douglas assists clients with Maryland legal services throughout Anne Arundel County, Maryland.



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