ESTATE PLANNING CHECKLIST

^{By Louis Green, CFA®, CFP®, CRPS®}

Estate Planning Checklist

· Create a will or revocable trust.

· Remember a revocable trust may allow you to avoid probate.

· Review the beneficiaries of all your accounts to ensure they are up to date.

· Take an inventory of all your assets and note how they are titled.

· Determine whether you may be subject to federal and/or state estate taxes in the future.

· Create and/or review your power of attorney (both financial and medical), living will, and HIPAA release forms.

· Develop a flow chart around your estate plan for clarity and organization.

· Consider working with an estate attorney to establish a trust if you require asset and/or creditor protection.

· Explore creating an advanced trust to potentially save on estate taxes if your estate may exceed the gift and estate tax exclusion.

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All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”).