Home Quiz

Estate Planning Quiz

  • Taking care of your family, finances and healthcare are so vitally important. Please take a moment to complete the questions below.
  • Do you have a Will?
  • If the gross value of your estate (including your house) is over $100,000, do you have a Trust?
  • Have you legally designated who would care for your children if you were to die?
  • Have you designated how your personal property will be distributed (including your pets) after your death?
  • Do you have an Advanced Health Care Directive that provides the names,
    addresses and telephone numbers of your designated agents?
  • Do you have provisions in your Trust or Will for payment of estate taxes?
  • Do you have an Advanced Health Care Directive which was executed before 2003?
  • Has there been a change in the gross value of your estate (the value of all you own, not including what you owe)?
  • Have you recently married or remarried?
  • Have you bought or sold a house or other piece of property?
  • Have you divorced?
  • Have you recently sold or are you contemplating selling stock or other assets?
  • Have you moved between states?
  • SPAMFREE Schedule me for a free consultation!

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