Estate Planning Questionnaire

1. Grandchildren

Do you want to take your grandchildren into consideration in designing your estate plan and documents?

Yes
No

2. Gifts/Loans to Children

Have you made gifts or loans to any of your children during your lifetime that are unequal? If yes, should such gifts or loans be considered an advancement against that child’s share of the estate?

Yes
No

3. Blended Families

If you have children by a previous family, is your goal to provide for your spouse and then for your children?

Yes
No

4. Disability

Do you have a family member, spouse, child, grandchild or other potential beneficiary who suffers from a disability?

Yes
No

5. Problem Heirs

Do any of your children or grandchild have problems with the following: Drug Addiction, Alcoholism, Criminal Behavior, Spendthrift, Can’t Hold Job, and/or Marital Difficulty?

Yes
No

6. Problem Sons- and Daughters-in-Law

In view of the fact that 50% of all marriages end in divorce, are you concerned about your children’s spouses and would you like to establish a trust for your children designed to keep your assets in your bloodline and to protect them in the event of a divorce and from creditors?

Yes
No

7. Business Ownership

Do you own a business?

Yes
No

8. Charities

Would you like to make provision for a charity upon your death?

Yes
No

9. Tax Considerations

Do you want to discuss any potential federal estate tax, state estate tax, state inheritance tax, federal gift tax and income tax issues at your appointment?

Yes
No

10. Beneficiary Designations

Are your beneficiary designations for your life insurance, annuities, and retirement plans coordinated with your Estate Planning documents to achieve your goals?

Yes
No

Name:

Email:

Phone: