Sather Financial
 
 

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Sather Financial Group

120 E Constitution St
Victoria, TX 77901

(361) 570-1800



 

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Annual Review Checklist

Below you will find a number of questions. A positive answer to any of them may indicate a need to review your estate plan. Check the appropriate boxes and return to your financial planner.

Specific Bequests

__ I would like to make specific bequests to individuals not currently included in my plans-or delete the names of one or more persons (or charities) currently named.

__ I would like to change the amounts of some of the bequests I have made.

 

Changes in Valuation

__ The value of my estate has changed more than 20 percent in the last two years.

 

Special Provisions for Children

__ My health (my spouse's or children's health) has deteriorated substantially in the last year.

 

Newly Born or Adopted Children

__ A child (grandchild) has been born (or adopted) since our last review.

 

Handicapped or Incompetent Children

__ A child (grandchild or other dependent) has become handicapped or seriously injured since our last review.

 

Status of Family Marriages

__ A member of the family has become divorced or separated since our last review.

 

Cancellation of Loans to Children and Equalization of Inheritance

__ I would like to discharge an obligation owed to me by canceling the loan in my will.

__ I would like to provide a clause to equalize any gifts made in the past (or to be made in the future) to certain children (grandchildren).

 

Life Insurance

__ I have added (or dropped) more than $50,000 of life insurance since our last review.

__ I have changed (or would like to change) a beneficiary designation on an existing policy.

__ I feel I may need more life insurance, but I don't know how much to purchase or what type to consider.

 

Gifts to Minors

__ I would like to make substantial gifts to minor children (grandchildren).

 

Gifts to Charities

__ I would like to add (delete) one or more charitable beneficiaries.

__ I would like to change the amount of my bequest to certain charities.

 

Business Interests

__ I have entered into a stock (partnership) buy-sell agreement since our last review.

__ My business situation has changed significantly since our last review.

 

Guardians, Executors, and Trustees

__ I would like to name a particular person as advisor to my executor and trustees.

__ I would like to reconsider the designation of the guardians, executors, and trustees I have named.

 

Other

__ I would like to review my estate plans for the following reasons.

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__ I would like to know how the latest tax law affects my estate plan.