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IS THERE THERE AN ESTATE PLANNING TRAP IN YOUR FUTURE?

You — and your loved ones — could be at risk for one of the most common estate planning traps — such as living probate, death probate, estate taxes, capital gains taxes or a loss of control over your affairs and your legacy — if you answer “yes” to any of the questions below:

 

Yes No - You have a will or no estate plan at all.

Yes No - You own all your assets as joint tenants with your spouse.

Yes No - You own all your assets as joint tenants with a non-spouse.

Yes No - No one is authorized to make health care decisions for you if you become too ill or injured to make decisions for yourself.

Yes No - No one is authorized to make financial decisions for you if you become too disabled to handle your affairs for yourself.

Yes No - You alone -- or you and your spouse together -- have an estate worth $1 million or more.

Yes No - You have significant financial assets, such as a well-funded retirement plan or a highly appreciated stock portfolio.

 


COPYRIGHT 2004 BY THE LAW MATRICCIANI FIRM. ALL RIGHTS RESERVED.

 

The Matricciani Law Firm, LLC
1301 York Road, Suite 602
Lutherville, Maryland 21093
410-828-8787
Attorney at Law