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estate planning

A Trust As Part Of My Estate Plan

Copyright 2018
Julianne Frank Esq

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

______________

  • 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

______________

  • 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

_____________

  • 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

_____________

  • 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

_____________________________

  • 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

________________

  • My primary concern on my death is minimization of estate taxes
  • I am concerned about estate taxes but it is not a major concern
  • I am not concerned about estate taxes

_____________________

  • 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

______________________

  • 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 trusted third party at any time.

________________

  • 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

_________________________

  • I am willing to allow someone to make medical decisions, including end of life decisions, if I am unable 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

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