Estat Plan Check-In
No matter your age or health, it's important to
have your will and other estate plans in order. If it's been a
while since you reviewed your plans—or if you haven't yet
created a will—use the following checklist to take stock of
An up-to-date will. You'll need to update this
document after major life changes, such as births, deaths and
moves to different states, or tax law updates.
Other important documents. Are your banking
and credit card information, trust documents, insurance
policies, and other important records organized? Does someone
like an attorney or friend know where they are and how to
Tangible property including jewelry, art and other
collectibles. To keep track of your property, create a
list on your computer or make a videotape inventory.
Charitable giving through your estate. If you
include a charity like ours in your plans, you can keep your
assets for life while helping us provide beneficial services to
Final wishes or funeral arrangements. It's a
good idea to communicate your wishes to your family. Being
aware of this information now will make the time when you pass
away less stressful.
A health care power of attorney and a durable power of
attorney. Have you named a trusted person to make
health decisions for you and another (could be the same person)
to make financial decisions for you if you are no longer able
to make those decisions yourself?
Now, if you feel that your estate plan needs
a boost, set up a meeting with an estate planning attorney today.
While updating your plans, we hope you'll remember East Tennessee
State University Foundation. Please contact Jeff W. Anderson,
J.D. at 423-439-5352 or
with any questions.
Copyright © The Stelter Company, All
The information in this Web site is not
intended as legal advice. For legal advice, please consult an
attorney. Figures cited in examples are for hypothetical purposes
only and are subject to change. References to estate and income
tax include federal taxes only. Individual state taxes and/or
state law may impact your results.