Estate Planning Checklist

Call for a Free Consultation

 (636) 825-1300 

ESTATE PLANNING DEFICIENCIES CHECKLIST

Complete the form below or download a copy here.

Do you have a Will or a Trust in place? Without proactive planning, state laws will determine how your assets pass, to whom they pass, and when they pass. This can lead to undesired results, and is perhaps the most costly way to pass assets to loved ones.

Has your Will or Trust been reviewed in the last two years? Even assuming that there have been no family or financial changes since your plan was last reviewed, there have been several major tax law changes. An out-of-date estate plan can be worse than no planning at all.

Does your current Health Care Power of Attorney permit the person of your choosing (spouse, child, family) to make emergency health care decisions for you in the event you are unable to do so?

Does your estate plan contain a customized plan to determine if you are mentally disabled?

Does your current estate plan give instructions for your care and the care of your loved ones in the event of disability?

Are you certain that your current estate plan will minimize possible federal estate taxes at your death, including taxes on your house, life insurance and IRA’s?

If you have a Revocable Living Trust in place as part of your estate plan, is your trust fully funded so that your family can avoid the delays and expenses of probate?

Have you taken steps to avoid possible will contests and disputes during the administration of your estate?

Does your estate plan protect your children’s inheritance in the event your surviving spouse chooses to remarry?

Have you recently checked the beneficiary designations of your retirement plans and life insurance policies, and are you confident that you have not listed your estate or any minor children as either primary or secondary beneficiaries?

Does your current estate plan provide creditor and lawsuit protection for assets passed to your surviving spouse?

Does your current estate plan provide creditor and lawsuit protection for assets passed to your children’s inheritance?

Are you confident that your current estate plan is income tax efficient?

Does your current plan protect your children’s inheritance from a divorcing spouse?

Are you satisfied with the persons you named as guardians of your minor children in your current plan?

Are you satisfied with the persons selected as executor and trustee in your current estate plan?

Are you confident that your executor, power of attorney, and successor trustee are prepared to act on your behalf when asked to?

 If you answered No or Don’t Know to any of the questions, you can sign up for a no cost, no obligation estate planning consultation. Complete the bottom of this form and we will contact you to schedule the complimentary consultation.

AREAS OF PRACTICE

}

Hours

Monday – Friday
9:00 AM to 5:00 PM.

Address

121 Chesterfield Business Pkwy
Chesterfield, MO 63005

Choose The Right Lawyer For Your Situation

Your decision on hiring the right lawyer can make all the difference in the outcome of your situation. Be sure to hire the best lawyer in the area. Contact our Chesterfield, MO office, conveniently located in the Chesterfield Valley. Your consultation is free and I promise that after meeting with me you will feel confident in my ability to help you and feel at ease about your current situation.

Kyle McKay

About the McKay Law Firm

We believe in empowering our clients to make informative decisions while standing by your side throughout the entire process. It is our personal goal to make your legal experience with The McKay Law Firm the very best.  By doing so, we provide our clients with proper guidance, committed attention, and in-depth understanding as we genuinely care about the final outcomes of their cases. It is our top priority to return your phone calls and emails as soon as possible and offer you personalized service throughout your case.

Our law firm in St. Louis specializes in Estate Planning, Small Business Consulting, Real Estate Services, Criminal Defense, Traffic Tickets, DWI Defense, and Personal Injury. If there is an area of the law in which we do not practice, we would be more than happy to refer you to some one that we trust to provide the same service you would find at The McKay Law Firm.

We believe in empowering our clients to make informative decisions while standing by your side throughout the entire process. It is our personal goal to make your legal experience with The McKay Law Firm the very best. By doing so, we provide our clients with proper guidance, committed attention, and in-depth understanding as we genuinely care about the final outcomes of their cases. It is our top priority to return your phone calls and emails as soon as possible and offer you personalized service throughout your case.