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Estate Planning – Check List

Seek advice from your Morgan Keegan financial advisor for every "no" answer.

When you are finished checking boxes, print this page out for future reference.

YES NO UNSURE Do you have a will?
YES NO UNSURE Are you still comfortable with executors/trustees selected in the will?
YES NO UNSURE If probate concerns you, do you have a living trust?
YES NO UNSURE If you have a living trust, have you retitled assets?
YES NO UNSURE Do you have a QTIP trust to limit a spouse's flexibility over family assets, especially businesses?
YES NO UNSURE Have you utilized an Irrevocable Life Insurance Trust to protect insurance proceeds for your heirs?
YES NO UNSURE Are you making annual gifts?
YES NO UNSURE Is there a Buy/Sell Agreement for your business?
YES NO UNSURE Do you have the right amount and type of life insurance?
YES NO UNSURE Are you familiar with the benefits of a Charitable Remainder Trust to shelter assets from capital gains tax?
YES NO UNSURE Are you sure your estate plan is up to date and uses all potential tax-savings strategies? (Family Partnerships, etc.)

Contact Morgan Keegan for more information on how we can assist you in the estate planning process.

*Morgan Keegan does not offer legal advice. Please consult an attorney.