How can I tell if my client needs a trust? I give them a “quiz”. The answers to the questions help me understand the client’s needs and goals. Want to know if you should include a trust as part of your estate plan? Fill out this form, call my office, and let’s review your answers.
- I wish to control the disposition of my assets for years after my death.
- I am content with leaving my assets to my heirs only upon my death.
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- I am extremely concerned about the cost of probate.
- I do not understand enough about the cost of probate to render an opinion.
- I do not care about the cost of probate.
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- My total estate will be over 5 Million dollars at the time of my death.
- My total estate may be over 5 Million dollars at the time of my death.
- My total estate will be under 5 Million dollars at the time of my death.
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- I am very concerned about a possible creditor at this time.
- I am concerned about creditors in the future.
- I do not believe I have creditor concerns to worry about.
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- I want most of my assets to pass automatically upon my death.
- I want to make sure my assets are administered by a court on my death.
- I want some of my assets to pass automatically and some to be administered.
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- I am concerned about the way my heirs will spend my assets after I am gone.
- I am not concerned about the way my heirs will spend my assets after I am gone.
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- My primary concern on my death is the minimization of estate taxes.
- I am concerned about estate taxes but it is not a major concern.
- I am not concerned about estate taxes.
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- I have a close relationship with a third party who I could trust to use my money to protect my heirs after I am gone.
- I do not have anyone I trust to use my money to protect my heirs after I am gone.
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- I am willing to put my assets in the hands of a trusted third party now.
- I am willing to put my assets in the hands of a trusted third party only after I am gone.
- I am not willing to put my assets in the hands of a trusted third party at any time.
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- I am willing to relinquish control over my assets now to assure that they will be protected from creditors.
- I am not willing to give up control of my assets until I die.
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- I am willing to allow someone to make medical decisions, including end-of-life decisions, if I am unable to make them.
- I would only allow my doctor to make medical decisions, including end-of-life decisions, if I am unable to make them.
- I will dictate in advance all medical decisions, including end-of-life decisions if I am unable to make them.
