¿Qué tan completo es su plan patrimonial?

Do you have a current will?

Do you have a trust, or have you confirmed whether one is useful?

Do you have minor children or other dependents?

Do you own a business or closely held interest?

Do you own real estate in more than one state?

Have you reviewed retirement, insurance, and transfer-on-death beneficiaries?

Do you have current financial and health-care authority documents?

Have you addressed digital assets and legal access?

Do you have charitable goals?

Have you reviewed federal and state estate-tax exposure for the current year?