Estate Planning Self Quiz

Ask Yourself These Questions About Life and Estate Planning

I have made legal arrangements to avoid Probate (Guardianship & Conservatorship) in the event I ever become disabled and Probate of my assets upon my death.

Yes. No.

I have made legal arrangements so my family would have access to my medical records (especially in light of the new HIPAA rules) and the authority to make my health care/life support decisions if I am unable to do so myself.

Yes. No.

I have made legal arrangements to appoint Guardians (Back-Up Parents) for my minor children, if they are ever orphaned.

Yes. No.

I have made legal arrangements to protect the inheritance of my children from their potential future divorces, lawsuits, creditors and/or bad judgment.

Yes. No.

I have made legal arrangements to protect the inheritance of any family members with special needs (i.e. mental or physical), so they are not disqualified from public assistance.

Yes. No.

I have made legal arrangements to protect the inheritance of my own children, from a prior marriage or otherwise, in the event my surviving spouse remarries.

Yes. No.

I have taken steps to prevent the IRS from taking over 40% of my life insurance proceeds from my family.

Yes. No.

I have a made legal arrangements to protect my estate from otherwise unnecessary State and/or Federal Estate Taxes.

Yes. No.

I have made legal arrangements to protect my business interests in the event of disagreement, disability, retirement and/or death.

Yes. No.

If given the choice, I would rather be a voluntary philanthropist (supporting my own favorite charities) through charitable giving than an involuntary philanthropist (supporting various pork barrel projects of Congress and the White House) through federal income, capital gains, estate and gift taxation.

Yes. No.

If you have answered, "No" to any of these questions, it is time to schedule a complimentary initial appointment with one of our attorneys to review your planning. Please call our office at 805-778-0111 to schedule an appointment or visit our Contact Us page where you may complete a request form.