Logo

The Oakley Law Group

Preserving Your Life's Work for Your Family's Future

(818) 937-2335
Attend An On-Demand Webinar
  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
    • Speaker Connection
  • How We Can Help
    • Business Owners & Asset Protection
    • Elder Law and Medi-Cal Services
    • Estate Planning
    • Family-Owned Businesses
    • Incapacity Planning and Caregiver Support
    • IRA & Retirement Planning
    • LGBTQ Estate Planning
    • Minor Children & Young Adult Planning
    • Special Needs Planning
    • Trust Administration & Probate
    • Wills & Trusts
  • Seminars
  • Resources
    • Elder Law Reports
    • Estate and Gift Tax Figures
    • Estate Planning Resources
      • Definitions
      • Estate Planning Checkup
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate and Legacy Planning Techniques
    • Frequently Asked Questions
      • Estate Planning
      • Incapacity Planning
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Medi-Cal Planning
      • Probate
      • Taxes on Inheritances
      • Trust Administration & Probate
    • Newsletters
    • Special Needs Resources
    • Reports
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Loss of a Loved One
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Trust Administration & Probate Definitions
  • Reviews
    • Our Reviews
  • Blog
  • Contact Us
Estate Planning Checkup
arrow_downward

Estate Planning Checkup

  • Do you have a Will?
  • If you have minor children, do you have a current Will which names Guardians?
  • If the total gross value of all your assets is over $100,000 do you have an Estate Plan?
  • If you have a Living Trust, have you transferred your assets into it?
  • In case you become disabled, have you nominated someone to handle your financial affairs?
  • Do you have a current Health Care Power of Attorney that provides the names, addresses and telephone numbers of your designated agents to handle your medical care if you’re disabled?
  • Do you have provisions in your Trust or Will that address the issue of death taxes?
  • If you want to make gifts to charities at your death, are they clearly set forth in your planning documents?
  • Do your planning documents clearly set forth how your personal property will be distributed at your death, including the care of any surviving pets?
  • Since you signed your planning documents, have you changed your mind about any aspect of the plan?
  • Has the value of your assets substantially changed since you signed your planning documents?
  • Have you substantially changed the kind of assets you own since your planning documents were signed?
  • Have you recently been married, divorced or widowed since your estate planning documents were signed?
  • Have you had children since your estate planning documents were signed?
  • Have your children had children?
  • Have any of your children been married, divorced or died since your planning documents were signed?
  • Have you, your spouse or child become physically or mentally incapacitated since your planning documents were signed?
  • Have you bought or sold a house or other piece of property since your planning documents were signed?
  • Are you contemplating selling stock or other valuable assets with a low cost basis?
  • Have you moved between states since your planning documents were signed?
  • If you have a Living Trust, are Medi-Cal triggers in place to ensure that at the appropriate time Medi-Cal planning can be implemented?

Feel free to make an appointment with our firm to review your estate plan.

Primary Sidebar

SEARCH

The Oakley Law Group

2600 West Olive Avenue, 5th Floor
Burbank, CA 91505
Phone: (818) 937-2335
Fax: (818) 450-3886

Office Hours

Monday to Friday : 9:00am to 6:00pm PST

Footer

  • Facebook
  • LinkedIn
  • RSS
  • Twitter
  • YouTube
Logo
ATTORNEY ADVERTISING. PAST RESULTS DO NOT GUARANTEE FUTURE OUTCOMES

© 2022 The Oakley Law Group | © 2022 American Academy of Estate Planning Attorneys, Inc. Disclaimer | Privacy Policy