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Charitable Gift Planning
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10 Important Questions to Ask Your Parents

Are you wondering if your parents have their estate and inheritance plans in order? Here's help posing the right questions in a sensitive way.
  1. Could you tell me where you keep your important papers at home, in case I need to find them?
  2. Have you made an inventory of your property, including furniture, jewelry, art and other collectibles?
  3. Is there anything I can do to help get your important documents in order?
  4. Have you named someone to make financial decisions for you if you are no longer able to make those decisions yourself?
  5. Do you have a living will or a health care power of attorney?
  6. How do you feel about long-term care, if you need help later on?
  7. Who are your key advisors: attorneys, financial consultants, accountants and insurance specialists?
  8. Have you thought about making a charitable gift through your estate to support causes you believe in and to save on taxes?
  9. Would you like to talk with me about your final wishes or funeral arrangements so I can make sure I know what to do?
  10. Is there anything else you'd like us to discuss?

These questions will not only ensure that your parents have a good handle on their estate planning, but should also encourage you to put your own estate plan in order. Most people seek help from an estate planning attorney or financial advisor. Please contact Paula S. Fortunas at 850-431-5752 or paula.fortunas@tmh.org for information about smart strategies you and your parents can use to protect your estates and support our mission.

Estate Planning Resources

  • Experts. Nothing beats advice from estate planning attorneys or other professionals.
  • Websites. Conduct a search on "estate planning for your parents" or other relevant topics.
  • Funeral homes. They may offer information about wills, Social Security and other estate planning issues.



Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.