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Estate Planning
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Protective Inheritance Trusts
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Events
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Seminars
Blog
Contact
About
About Us
Meet the Team
Testimonials
Getting Started
Services
Services
Estate Planning
Living Trusts and Wills
Trust Administration
Probate & Estate Administration
Estate Tax Planning
Long-Term Care & Medicaid Planning
Special Needs Planning
Living Wills & Medical Directives
LLCs
Pet Trusts
Education Center
Education Center
Protective Inheritance Trusts
The IRA Inheritance Trust
Revocable Living Trust FAQs
Special Needs Trusts FAQs
Living Will & Medical Power of Attorney FAQs
Events
Webinars
Seminars
Blog
Contact
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ESTATE PLANNING QUIZ
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1.
I want to make sure that my children or other heirs are able to avoid the expense and delay of Probate Court if I become disabled or after I pass away.
TRUE
FALSE
2.
The value of my estate, including all real estate, cash, investments, life insurance death proceeds, etc. exceeds $75,000.
TRUE
FALSE
3.
If I am disabled and unable to make my own financial and medical decisions, I would like to choose in advance who will make these decisions for me, instead of leaving it up to the Probate Court.
TRUE
FALSE
4.
I am concerned about the possibility of a will contest after I die.
TRUE
FALSE
1 out of 3
5.
If I die before my spouse, I want to make sure that my spouse is not able to change the estate plan if he/she were to remarry.
TRUE
FALSE
6.
I have children under the age of 18.
TRUE
FALSE
7.
I want to make sure that the inheritance going to my loved ones is protected from unintended beneficiaries, such as a child’s spouse (or ex-spouse), creditors, or lawsuits.
TRUE
FALSE
2 out of 3
8.
I am concerned that after I die the inheritance passed on to my loved ones could be exposed to their spouse (or ex-spouse), creditors, or reckless spending.
TRUE
FALSE
9.
I own “high risk” assets such as rental properties or a business, or I am concerned about my exposure to unanticipated lawsuits.
TRUE
FALSE
10.
I have an estate plan (such as a will or trust), but it has been more than 5 years since it has been reviewed by an attorney.
TRUE
FALSE
3 out of 3
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