Personal Information for Family-Executor-Trustee 2015

Introduction

This provides information for one’s family, executor, or trustee. This should be helpful in gathering information and settling matters on death or disability. This is not a financial statement, but simply to let family members, executors, or trustees know one's advisors, where things are kept, and other information. Also, before making decisions and undertaking actions, it is essential that family, executors, and trustees seek proper legal, tax, and financial advice.

The Schmiedeskamp Estate Planning and Administration Group

This form has been provided for the convenience of clients and friends of the Schmiedeskamp Robertson Neu & Mitchell LLP Estate Planning and Administration Group. Our clients are families and individuals from all walks of life, along with individual and corporate executors, trustees, and fiduciaries, as well as public and private charities. The Group provides estate planning and administration services from the simple to the complex. Services relate to wills, trusts, beneficiary arrangements, and other estate planning techniques and approaches. We advise our clients regarding the effective and efficient transfer of wealth and succession planning. We work closely with our client's accountant, financial, insurance, and other advisors. For more information about the Estate Planning and Administration Group and all our lawyers, please visit www.srnm.com.

Review Information and Plan Periodically

This information should be updated periodically. Equally important is to make certain one’s estate planning is up-to-date. One’s estate plan should be reviewed periodically. Also, titling of assets or beneficiaries also should be reviewed to make certain that they are consistent with one’s estate planning.

This is not intended to be legal advice, but rather, to provide accurate information regarding estate, trust and wealth preservation. For more information regarding these matters, please contact any member of our estate, trust and wealth preservation group: James A. Rapp ( jrapp@srnm.com ), Ted Niemann ( tniemann@srnm.com ), Harold B. Oakley ( hoakley@srnm.com ), Michael A. Bickhaus ( mbickhaus@srnm.com ), Jeffrey L. Terry ( jterry@srnm.com ) or Joseph B. Ott ( jott@srnm.com ). Our telephone number is (217) 223-3030. Please visit our website: www.srnm.com. We invite and welcome all questions and comments. © 2013 Schmiedeskamp Robertson Neu & Mitchell LLP Vol. 2015-1