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LIST SIGNIFICANT DEBTS OR OBLIGATIONS OTHER THAN MORTGAGES LISTED ABOVE.
At the time of the interview you should be in a position to discuss previous marriages, if any, specific situations involving children or other beneficiaries which could affect your estate plan, any expected inheritances, and all primary beneficiaries and contingent beneficiaries, including relatives friends and charities.
If you have ever lived in a state which has a community property law, such as California, Texas, New Mexico, Arizona, Washington, Louisiana, Nevada, or Idaho, please be prepared to discuss assets brought from those states into this state.
You should be in a position to list specific assets, if any, which definitely should go to one beneficiary as opposed to any others.
Before meeting with us, please consider who will be guardian for any of your unmarried minor children and who should be personal representative of your estate and trustee of your trust. The personal representative and/or trustee could be a bank or other financial institution, your spouse, your children, a friend or a financial advisor.
6905 Telegraph Road | Suite 125
Bloomfield Hills, MI, 48301
Main – (248) 644-7222 | Fax – (248) 644-7224
© 2022 Pugh Moak P.C.