Comprehensive estate planning intelligence for John A. Henderson
Estate Health Score
Based on document completeness
Succession Readiness
Business & executor planning
Protected Assets
In trusts & structures
82%
Family
Legacy Allocation
12% charity, 6% governance
Documents & Review Status
Executor & Leadership Ready
Current Exposure
$2.8M
Optimized Exposure
$1.6M
Potential Savings
$1.1M
Through advanced trust structures
Charitable Intent
$500K
Planned charitable giving
Create Healthcare Directive
Missing critical document
Review beneficiary designations
Contingent beneficiaries incomplete
Consider Long-Term Care Insurance
Asset protection gap
Complete business succession plan
Business assets at risk
Evaluate SLAT for tax optimization
Could reduce estate tax by $650K
Review charitable trust structures
Charitable intent not optimized
Next Comprehensive Review
Recommended: Every 3-5 years or after major life events
Due: 2024
Will Review
2021
Beneficiaries
2022
Trust Review
2020
Estate + Business Succession Protection Checklist
Checklist Completion
12 / 20
Score
60%