Tucker Arensberg, P.C.’s Comprehensive Estate Planning Checklist

Tucker Arensberg, P.C.
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Do You Know Your Assets?

Have you identified and valued your assets?

If not, consider:

..Do you own any investment property that is subject to a “buy/sell” agreement with one or more persons?

..Do you hold any oil, gas or mineral interests?

..Do you own any Intellectual Property (patents, copyrights)?

..Do you own any unique assets such as art collections, etc., and if so do you have adequate insurance in place?

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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