• Skip to primary navigation
  • Skip to main content

Armstrong, Fisch & Tutoli

Attorneys At Law

858-453-0626
  • ATTEND A FREE SEMINAR
    • In-Person Seminars
    • Online Seminars
  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
  • Estate Planning
    • Business Owners & Asset Protection
    • Incapacity & Caregiver Support
    • IRA Inheritance Planning
    • Minor Children & Young Adult Planning
    • Outdated Estate Planning Documents
    • Powers of Attorney, Healthcare & Emergency Documents
    • Remarriage & Blended Families Protection
    • Special Needs Planning
    • Wills & Trusts
  • Estate Administration
    • Trust Administration
    • Probate
  • Elder Law
    • Are You A Caregiver?
    • Coping With Alzheimer’s
    • Emergency Medicaid & Nursing Home Planning
    • Hospice Care
    • Incapacity Planning
    • Medi-Cal & Elder Law Planning
    • Medicaid Planning
    • Options for Paying for Nursing Home Care
    • Veteran’s Benefits
  • Resources
    • Estate Planning Resources
      • Estate Planning Definitions
      • Estate Planning Reports
      • Estate Planning Checkup
      • Is Your Estate Plan Outdated?
      • Top 10 Estate and Legacy Planning Techniques
      • Incapacity Planning Definitions
    • Elder Law Resources
      • Elder Law Reports
      • Elder Law & Medi-Cal Definitions
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • How to Know if You Need Extra Help With Your Grieving
    • LGBTQ Resources
    • Special Needs Resources
    • Frequently Asked Questions
      • Estate Planning FAQs
      • Trust Administration & Probate FAQs
      • Legacy Wealth Planning FAQs
      • LGBTQ Estate Planning FAQs
      • Incapacity Planning FAQs
    • DocuBank
  • Reviews
    • Review Us
  • Videos
  • Blog
  • Contact Us
  • Show Search
Hide Search

Estate Planning Checkup

  • Do you have a Will?
  • If you have minor children, do you have a current Will which names Guardians?
  • If the total gross value of all your assets is over $100,000 do you have an Estate Plan?
  • If you have a Living Trust, have you transferred your assets into it?
  • In case you become disabled, have you nominated someone to handle your financial affairs?
  • Do you have a current Health Care Power of Attorney that provides the names, addresses and telephone numbers of your designated agents to handle your medical care if you’re disabled?
  • Do you have provisions in your Trust or Will that address the issue of death taxes?
  • If you want to make gifts to charities at your death, are they clearly set forth in your planning documents?
  • Do your planning documents clearly set forth how your personal property will be distributed at your death, including the care of any surviving pets?
  • Since you signed your planning documents, have you changed your mind about any aspect of the plan?
  • Has the value of your assets substantially changed since you signed your planning documents?
  • Have you substantially changed the kind of assets you own since your planning documents were signed?
  • Have you recently been married, divorced or widowed since your estate planning documents were signed?
  • Have you had children since your estate planning documents were signed?
  • Have your children had children?
  • Have any of your children been married, divorced or died since your planning documents were signed?
  • Have you, your spouse or child become physically or mentally incapacitated since your planning documents were signed?
  • Have you bought or sold a house or other piece of property since your planning documents were signed?
  • Are you contemplating selling stock or other valuable assets with a low cost basis?
  • Have you moved between states since your planning documents were signed?
  • If you have a Living Trust, are Medi-Cal triggers in place to ensure that at the appropriate time Medi-Cal planning can be implemented?

Feel free to make an appointment with our firm to review your estate plan.

Armstrong, Fisch & Tutoli, Attorneys at Law

Armstrong, Fisch & Tutoli, Attorneys at Law

WHERE WE ARE

Armstrong, Fisch & Tutoli, Attorneys at Law
6050 Santo Road, Suite 240,
San Diego, CA 92124
Phone: 858-453-0626

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
FridayClosed

Map

Map
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

© 2023 American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy | Disclosures