Tatia D. Barnes, Esq.
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Tatia D. Barnes, Esq.

Serving Your Probate, Administration and Estate Litigation Needs

Your Legacy

6/3/2013

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PLANNING YOUR LEGACY

This is about your big picture plans. 

Consider what it is you want to accomplish. 

How will this plan secure your future days?

Who is going to carry the torch of your values/wishes/treasures into the future? 

Is the purpose of your Estate planning to secure the future for your family, a special cause or an organization?


THINK ABOUT THE FOLLOWING CATEGORIES
AND ORGANIZE A PERSONAL LIST,
IT WILL HELP YOU START YOUR ESTATE PLANNING PROCESS.



CURRENT INCOME SOURCES
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CURRENT ANNUAL EXPENSES
___________________________________________________________ 

___________________________________________________________

___________________________________________________________

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CURRENT TAX CONSIDERATIONS/CONCERNS
___________________________________________________________ 

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FUTURE INCOME SOURCES
___________________________________________________________ 

___________________________________________________________



FUTURE ANNUAL EXPENSES
___________________________________________________________ 

___________________________________________________________

___________________________________________________________

___________________________________________________________




FUTURE TAX CONSIDERATIONS/CONCERNS

___________________________________________________________ 

___________________________________________________________

___________________________________________________________


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TATIA D. BARNES, ESQ.
48 Wall Street, 11th Floor
New York, New York 10005
​(212) 537-4069
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  • Home
  • Probate
  • Estate Administration
  • Estate Administration List For Clients
  • Executor-Administrator Litigation
  • Contact
  • Disclaimer
  • About
  • Fees
  • Client's Rights
  • Resources
  • Helpful Estate Terms
  • Philosophy
  • Blog