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 |
| Have children from a prior marriage... |
35 |
| Want to provide for grandchildren’s education... |
20 |
| Need health care documents... |
15 |
| Have documents that are out of date –pre ‘92 documents... |
5 |
| Want to provide for possible future grandchildren’s education... |
20 |
| Have a disabled child/grandchild... |
35 |
| Have your assets changed, increased/decreased... |
30 |
| Have a child/grandchild addicted alcohol or drugs... |
25 |
| Think you have a simple life, don’t need documents... |
15 |
| Own your own business/or have partnership business... |
25 |
| Want to know about the brand New (IRA) Trust... |
25 |
| Think that you are invincible, nothing bad will ever happen to disable you, fatal disease procrastination! |
50 |
Add up your points.
If 25-35 points: It is advisable for you to see an Estate Planning Attorney
If 36-50 points: Important to see an Estate Planning Attorney
If 50+ points: Serious jeopardy! Call an Estate Planning Attorney Immediately!
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