Questions To Ask Your Attorney About Changes In Estate Laws

The following represents some of the questions you should be asking your attorney when it comes to estate planning:

  • Does my will take maximum advantage of the marital deduction?
  • Have my plans been affected by the adoption of the "unified credit" against estate and gift taxes?
  • Does my estate plan take maximum advantage of the "unified credit"?
  • Does my will contain a trust to benefit my children and grandchildren which may be considered a "generation-skipping" trust?
  • Does any trust with remainder to charity conform to the laws now in effect?
  • Does my will take full advantage of all opportunities to save taxes on my estate and the estates of my beneficiaries?

Contact our firm to discuss these and other questions you may have about the estate planning process.