Think you don’t need an Estate Plan? What you learn in this quiz may surprise you! Determine your needs in regard to Estate Planning. Add up the points that apply to you and see how you score.
| If you: |
Points |
| Are married... |
15 |
| Have children... |
15 |
| Are married for the second time... |
25 |
Have a Will or Trust 5 years old and never reviewed... |
10 |
| Have a relative that you dislike... |
25 |
| Want to give money to charity... |
25 |
| Have over $100,000 in
assets OR any real roperty and no Trust... |
40 |
| Are a non-resident alien with assets
or real estate... |
40 |
| Have separate property (acquired
before marriage or gift) with no
pre-nuptial areement or separate property... |
45 |
| Want to provide for disability... |
20 |
| Want to offer an incentive to child to complete college or give estate outright... |
20 |
| Don’t think your children/grandchildren should have all of your assets on their 18th birthday to buy a Corvette, etc. versus waiting until they reach the age of reason (21, 25, 30, 35)... |
25 |
| Are providing income to another person—child/parent... |
25 |
| Have relative for which you provide care... |
25 |
| Are widowed/divorced... |
15 |
| Have no document indicating who would raise your children... |
20 |
| Have no Will... |
20 |
| Have a Pre-nuptial agreement or separate property... |
45 |
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