Free Annual Planning Checklist

This checklist can be used every time circumstances and life changes impact you and your loved ones. It can:

Start a conversation with family members about sensitive subjects around estate planning;
Help your loved ones understand the proper legal documents, and where they are located, should a health crisis arise;
Help you and your loved ones understand how to minimize taxes so more of your assets can pass to your heirs.

Download our Free Annual Planning Checklist because our lives change every day. These life changes may create new priorities or wishes for your loved ones and circumstances. We recommend using the checklist to revisit your circumstances each year to ensure that your wishes and health care directives are up to date.

This checklist is a planning resource that every family should consider each year. It’s an easy way to ensure that, in the event of any unforeseen circumstances, your wishes will be carried out. It can also be a great way to start the conversation with family members about sensitive subjects. For example, will your loved ones have the proper legal documents to handle issues that may arise if there is a health care crisis, diagnosis of a long-term illness like Alzheimers or Parkinsons, or sudden accident? If a loved one passes away, does the family or estate planning attorney have the required legal documentation to ensure that taxes are minimized and assets can quickly pass through the probate process in Maryland?

Download the guide and take 5 minutes to go through the checklist and evaluate any changes to your life and family circumstances. If you have questions, we are always here to help.