| The Law Offices of Stephens & Schrauth |
| 833 Elm Street, Suite 205 Winnetka, Illinois 60093 Phone: (847)446-3100 Fax: (847)784-0229 |
| ESTATE PLANNING |
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Estate planning is about more than what happens to your estate when
you are gone. It is about developing strategies to use and enjoy what you
benefit. It is about planning for your own affairs when you are unable to
direct them. It is about people, families, and futures.
In connection with the preparation of your Estate Planning Documents,
you will need to consider (but need not answer on this form) the following
questions, to the extent they are applicable to your situation:
1.Guardians for Minor Children: Ifyou have children under age 18, who
would you want to designate as initial and successor Guardians to take
care of them and to manage their property in the event of the death of
you and your spouse?
2.Executor: Who would you want to designate to be the initial and
successor Executors of your Will? The Executor will be responsible for
paying your final debts and taxes and distributing your Estate as directed
in your Will.
3.Trustees: Who would you want to designate to be the initial and
successor Trustees of Trusts you create? The Trustee will be
responsible for administering your Trusts for your intended beneficiaries.
4.Disposition of Assets: In general terms, how do you wish your property
to be distributed after your death? For example, all to your spouse, if
living, otherwise equally to all children or more to one child than another.
In addition, do you wish to provide for any specific gifts to any individual
or charity?
5.Contingent Beneficiaries: If at any time there shall be no living member
of the class consisting of you, your spouse and all ofyour descendants
(e.g., your children and grandchildren), to what individuals or charities
should your assets be given?
Help us tailor your estate plan by completing the sections below. Feel
free to contact our office if you have any questions regarding your estate
plan.
you are gone. It is about developing strategies to use and enjoy what you
benefit. It is about planning for your own affairs when you are unable to
direct them. It is about people, families, and futures.
In connection with the preparation of your Estate Planning Documents,
you will need to consider (but need not answer on this form) the following
questions, to the extent they are applicable to your situation:
1.Guardians for Minor Children: Ifyou have children under age 18, who
would you want to designate as initial and successor Guardians to take
care of them and to manage their property in the event of the death of
you and your spouse?
2.Executor: Who would you want to designate to be the initial and
successor Executors of your Will? The Executor will be responsible for
paying your final debts and taxes and distributing your Estate as directed
in your Will.
3.Trustees: Who would you want to designate to be the initial and
successor Trustees of Trusts you create? The Trustee will be
responsible for administering your Trusts for your intended beneficiaries.
4.Disposition of Assets: In general terms, how do you wish your property
to be distributed after your death? For example, all to your spouse, if
living, otherwise equally to all children or more to one child than another.
In addition, do you wish to provide for any specific gifts to any individual
or charity?
5.Contingent Beneficiaries: If at any time there shall be no living member
of the class consisting of you, your spouse and all ofyour descendants
(e.g., your children and grandchildren), to what individuals or charities
should your assets be given?
Help us tailor your estate plan by completing the sections below. Feel
free to contact our office if you have any questions regarding your estate
plan.
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