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Are you safe from "The 12 Will Killers"?
Have you fully considered the 12 most common ways estate plans can be ruined by a simple act of not covering all the bases?
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1. Do you currently have 'appropriate' Executors for your estate?
*
NO
Unsure
YES
2. Do you have adequate 'Asset Protection'? (for example do your wills contain testamentary trust provisions?)
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YES
Unsure
NO
3. Does your estate currently provide for anyone who may be considered a 'Black Sheep' in your family (financially) or provisions for children with special needs?
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NO
Unsure
YES
Not required
4. Do you feel your current WILL allows for the RIGHT money to go to the RIGHT PEOPLE at the time?
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YES
Unsure
NO
5. Is your current Will 'FAIR' (as opposed to just being Equal)?
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NO
Unsure
YES
6. Is there currently a lack of 'Family Consensus' or real communication between all family members?
NO - Lots of conversations
Unsure
YES - Confusion and lack of awareness.
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