Estate Planning Needs Evaluation

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Estate Planning Checklist

This checklist will help you identify planning subjects of interest to you, areas where you need more information or assistance from a professional advisor or areas in which you wish to update an existing estate plan. If you don't have an estate plan, please remember that it may be easy for you to put off developing an estate plan but if you do, the government will plan for you and may even end up being one of your beneficiaries. Please therefore call us with any questions you may have about the concepts or strategies presented in this checklist. If you wish, you may mail or fax it to us with your name and telephone number and a date and time you would like us to call to discuss the checklist. We then request the opportunity to follow that discussion with a confidential consultation to show how we can help you develop or update an estate plan that will achieve your goals and dreams."

Do you have an estate plan in place?	Yes. Date last reviewed? No, but I would like to develop one.
I need help with: (Please check all that apply)	Being educated/counseled as to my objectives Establishing a trust Transfering property Reducing estate, GST, gift, or income tax Understanding our tax laws or reducing my estate taxes Planning for a second marriage Determining the role of life insurance in my plan Creating a limited partnership, LLC or other business entity Creating a buy sell agreement Updating my estate plan Administering a trust after disability or death
I would like to learn more about estate planning strategies regarding:	Creating a business succession plan and/or transfer ownership of my business The benefits to me of charitable giving The tax benefits of multi generational planning The benefits of a trust designed to be the designated beneficiary of an IRA Trusts to protect special needs children Creditor protection How I can promote my family values into my estate plan
My greatest estate planning concern/need is:
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What Do You Do Next?

Please fill out the Client Confidential Worksheet and bring it to your consultation. Whether your intent is to establish a new estate plan or update an existing plan, this very important document answers fundamental questions we will need to know concerning your estate and loved ones.

Michael Wittick - Estate Planning Attorney
7700 Irvine Center Drive, Irvine, Orange County, CA