What do I need to know to Get Started?

Trust or Will — how do you know what you'll need? Here are some questions you’ll want to review with spouse, friends, and/or family. Attorney Lorenz Schuerch will also help advise you on these considerations when moving forward in estate planning.

Estate Planning

  • Are there children involved?
  • How large is the estate, and which state is it in?
  • If you have any type of retirement account, such as a 401(k), 403(b), IRA, or Roth IRA, can its distribution to the beneficiaries be "stretched"?
  • Is privacy important?
  • Would you like some money to go to charities?
  • If you own a business, have you thought about succession planning?
  • What life stage are you in? Is estate planning becoming more important?
  • Are there special circumstances to consider (like blended families or disabilities)?

Estate Planning Resources: