Goals / Objectives

  1. I want to avoid quarrels and lawsuits among family members over my assets.

  2. I want to create a consistent and comprehensive estate plan, which includes my own health care plan.

  3. I want to preserve my privacy and avoid making my personal affairs public through court records.

  4. I want to reduce estate and death taxes to the lowest possible level.

  5. I want to avoid probate and minimize settlement expenses for my family.

  6. I want to plan for disability of my spouse or me and avoid court conservatorship/guardianship.

  7. I want to avoid unnecessary placement in a nursing home by planning for in-home health care.

  8. I want to protect my children from a failed marriage by preventing their divorced spouse from taking my child’s inheritance.

  9. I want to plan for my elderly parents.

  10. I want to protect the inheritance of my minor or disabled children or grandchildren and avoid court conservatorship/guardianship.

  11. I want to avoid additional probates in other states where I own property.

  12. I want to control who will make health care decisions for me in the event of my incapacity.

  13. I want to control all of my own assets while I am alive and healthy.

  14. I want to make sure I don’t become a burden to my children.

  15. I have one or more pets that should be protected and cared for.

  16. I want to save the estate tax on my life insurance so that all proceeds can pass to my heirs' estate tax free.

  17. I want to create a special tax-exempt trust to which I can transfer some of my assets for a lifetime income and to avoid certain capital gains tax.

  18. I want to protect my children’s inheritance in the event my surviving spouse chooses to remarry after my death.

  19. I want to plan for my grandchildren directly rather than have them receive their parent’s share of my estate.

  20. I want to plan for a child with disabilities or special needs.

  21. I want to plan for my children from a previous marriage.

  22. I want to disinherit one or more of my children or other family.

  23. I want to give a donation to my church or favorite charities.

  24. I want to reduce emotional stress on my spouse and family members.

Click Here to Print a PDF Version of Client Goals and Objectives
As you assess your estate planning needs, feel free to take a look at the sample list of 20 client goals. For example, do you want to plan for incapacity or disability, do you want to give a donation to a church, or do you want to protect your children's inheritance.

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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