The death of a friend or an event in the news can often be a natural segue into a discussion about your wishes. To get the gravy ‘flowin' this fall, we put together a list that might be helpful, with the Ten Most Important Elder and Estate Planning Decisions to Discuss with Your Family Over the Holidays.
1. Who do you want to talk to your doctors if you are too sick to do it yourself? Do you have a second
choice for a backup?
2. Who do you trust to handle your finances if you are not able? Would you like them to be able to act
immediately, or only if you are not able?
3. If you are terminally ill, are there any limits to the medical treatment you would find acceptable?
4. Do you really know what is meant by a “DNR” – “Do Not Resuscitate Order”?
5. Are your important papers and financial information kept in one place? Who besides you knows where
this is? What about a safe deposit box? Will anyone have access to it if you are disabled or upon death?
Do you have a computer? Do you have a list of passwords? Where is it kept?
6. Have you made any plans for long term care? How will you pay for it?
7. Do you want to be buried or cremated? Where?
8. How do you want your estate distributed after your death? Do you have a will or trust? Have you
reviewed it lately? Are there any special needs that must be taken care of for your family?
9. How are your accounts titled? Are there any joint accounts that could create unexpected consequences?
10. Do you have an attorney, accountant or financial adviser? Who are they? Does anyone else know them?
Berger Estate & Elder Law P.A. has been serving Kansas City for over 30 years providing Trusted Counsel with Proactive Solutions. Give us a call today at (913) 491-6332, visit our website berger-lawfirm.com or stop by our conveniently located offices at 11233 Nall, Suite 140 Leawood, KS 66211 for more information.