On Friday, June 10th, at 11am EST, Mr. Berger shares what should be your Flight Review Checklist for your existing will and trust.

Are the persons you have named in positions such as executor or pr etc. still willing to serve?

Are the beneficiaries of life insurance, annuities etc. still those you want to receive those assets?

If you have a trust, is it fully funded?

Do you still want the same provisions for an irrevocable trust?

Are you aware of changes made in the last 10-30 years and how your trust can be affected?

If your Will is outright do you feel comfortable with the stability of their marriages?

Do your children understand the tax consequences for an IRA?

Are your family members aware of where your estate planning documents located?

Do you have a list of all accounts and how to access them?

Have you made plans for special assets such as firearms or cryptocurrency?

Submit your question

Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.