Introduction
	Six Basic Steps
	1. Initiate the discussion
	2. Take stock of the present
	3. Develop objectives
	4. Choose professional       advisors, a guardian, &       a personal representative
	5. Consider alternatives
	6. Review & modify
	Additional resources
	Evaluation of web site
	Contacts & Credits

 

Step 2. Take Stock of the Present
Miscellaneous

B. Gifts that have been made

Description/Given to?	By You, Spouse, or Joint	Amount	When Given and Location of Tax Returns

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Introduction | Additional resources | Evaluation of web site | Contacts & Credits
Step 1. Initiate the discussion	Step 2. Take stock of the present
Step 3. Develop objectives	Step 4. Choose professional advisors, a guardian,                   & a personal representative
Step 5. Consider alternatives	Step 6. Review & modify
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Disclaimer: This web site is not intended to be a substitute for legal advice or counsel. It is designed to create an awareness of the need for estate planning and to help families become better acquainted with some of the issues involved.