- Are there sufficient assets to provide for your spouse? Are there any special needs? Are there special concerns?
- Do you plan to leave assets to your children? If so, how much and in what fashion? Can they handle financial asset management?Would a professional trustee be of benefit?
- Do you plan to leave assets to grandchildren? If so, how much and in what fashion? Can they handle financial asset management?Would they benefit from a professional trustee?
- Do you have any special concerns or needs that should be addressed in providing for your children or grandchildren? Are there special medical needs, education needs, or other special family situations?
- Do you have special concerns or needs that should be addressed in providing for your parents?
- Are there any siblings or extended family members requiring special help?
- Is reducing taxes a goal in planning?
- Do you have family values and philanthropic goals that are important? Do you want to teach your family members to give in the same manner you give?
- Do you have specific charities or causes that you have supported during your lifetime? Do you want to endow that gift through your will?
- Are there any other concerns that are important to you that should be addressed in the planning process?
Ten Questions are based on those developed by Kathryn W. Miree, JD, President of Kathryn W. Miree & Associates, Inc., a philanthropic advisory service based in Birmingham, Alabama.