1. Have you purchased or sold a home since your trust was drafted?
2. Have you refinanced your mortgage?
3. Has your spouse passed away since the
formation of your trust?
4. How old were your children and or minors when you formed your trust?
5. Have you started a new retirement account since the formation of your trust?
6. Have your agents for your health care directive and power of attorney passed away?
7. Do you have a beneficiary who is disabled?
8. Are you interested in changing or adding to your beneficiaries?
9. Have your children purchased a home in Hawaii?
Call Sage Capone today at 808-753-1868 for a Free Consultation to review your Trust documents.