Legacy Architects, PLLC - Estate Planning Attorneys
The Ultimate Disability and Estate Planning Checklist
The Ultimate Disability and Estate Planning Checklist
Preparing a family Legacy Protection PlanTM involves more than simply deciding who gets your stuff when you are gone, and how to avoid probate court. The following Disability and Estate Planning Checklist is a comprehensive review of all the issues you should plan for if you want to protect your family’s legacy: (i) while you are alive and healthy, (ii) while you are alive but need assistance (legal, financial, medical, daily activities), (iii) after you die, (iv) after your spouse dies, (v) while your children are alive, and finally, (vi) after your children die. Each of these stages of life require an estate plan in order for you to protect your family.
Yes, this Estate Planning Checklist is long. Life is complicated, and there are many legal, financial, and health risks. Only with a plan can you hope to protect yourself and your family from life’s ups and downs. The Legacy Architects’ estate planning process includes everything on this estate planning checklist for one flat fee. We encourage you to share this Estate Planning Checklist with friends and family. Link to it on your website, share it on facebook, and get the conversation started.
Disability and Estate Planning Checklist
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Matthew V. Piwowar is a Grand Rapids estate planning attorney. Mr. Piwowar is a member of the State Bar of Michigan, and the State Bar Probate & Estate Planning Section, the National Network of Estate Planning Attorneys, and the Michigan Forum of Estate Planners.
