您的遗产规划是否已过时?

Review the questions below to see if it is time for an Estate Plan Check-Up

查看以下问题,看看您是否该重新审阅您的遗产规划

 

1.Has it been more than 3 years since you reviewed your current estate plan?

距您最后一次审阅当前的遗产规划至今,是否已超过3年?

 

2.If you have minor children, does your estate plan name Guardians for them?

如果您有未成年子女,您的遗产规划是否包括为他们指定监护人的内容?

 

3.Since creating your estate plan, are your children now adults?

自创建您的遗产规划以来,您的子女现在都成年了吗?

 

4.If you have a Trust, are there any assets that you have not transferred into your Trust?

如果您有信托,您是否有资产还未转入您的信托?

 

5.If you become disabled, is your Power of Attorney document for financial decisions older than 5 years?

如果您成为残疾人,那么您的财务授权书是否已经超过5年没有更新了?

 

6.If you become disabled, is your Power of Attorney document for health care decisions older than 5 years?

如果您成为残疾人,您的医疗保健决策授权书是否已经超过5年没有更新了?

 

7.Are there any gifts you would like to make to charities at your death that have not been clearly set forth in your planning documents?

您是否有想要离世时捐赠给慈善机构的赠与但没有在您的遗产规划文件中明确列出?

 

8.Is there any personal property that you would like distributed that have not been clearly set forth in your planning documents, including the care of any surviving pets?

您是否有任何想要分配的个人财产还没有在您的遗产规划文件中明确列明,包括照顾任何幸存的宠物?

 

9.Since you signed your planning documents, have you changed your mind about any aspect of the plan?

自您签署遗产规划文件以来,您是否对该规划的任何方面改变了想法?

 

10.Has the value of your assets changed since you signed your planning documents?

自您签署规划文件以来,您的资产价值是否有所变化?

 

11.Have you added or changed the kind of assets you own since your planning documents were signed?

您在签署遗产规划文件后,是否增加或更改了您拥有的资产类型?

 

12.Have you recently been married, divorced or widowed since your estate planning documents were signed?

您的遗产规划文件签署后,您最近是否有结婚、离婚或丧偶的情况发生?

 

13.Have you had children since your estate planning documents were signed?

您的遗产规划文件签署后,您有新的小孩出生吗?

 

14.Have your children had children?

您是否已经有孙子、孙女了?

 

15.Have any of your children been married, divorced or died since your planning documents were signed?

您的遗产规划文件签署后,您的子女中有结婚、离婚或离世的吗?

 

16.Have you, your spouse or child become physically or mentally incapacitated since your planning documents were signed?

自您的遗产规划文件签署以来,您、您的配偶或子女是否身体或精神上失去了行为能力?

 

17.Have you bought or sold a house or other piece of property since your planning documents were signed?

自您的遗产规划文件签署以来,您是否买卖房屋和其他财产?

 

18.Are you contemplating selling stock or other valuable assets with a low cost basis?

您是否正在考虑以低成本为基础销售股票或其他有价值的资产?

 

19.Have you moved between states since your planning documents were signed?

自您的遗产规划文件签署以来,您是否在各州之间搬家过?

 

20.you have a Living Trust, are Medi-Cal triggers in place to ensure that at the appropriate time Medi-Cal planning can be implemented?

如果您有生前信托,您是否有规定了适当的“触发医疗补助” (向低收入者提供医疗护理的州和联邦资助计划),以确保在适当的时候能够实施您的医疗补助计划?

 

If you have answered ‘YES’ to any of these questions, it is a good idea to schedule a review appointment.

如果您对以上任何一个问题的回答为“是”,那么您需要跟我们预约,谈谈您的遗产规划是否需要更新。