Estate Planning Questionaire
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* Identify heirs such as siblings, children, grandchildren OR other clude name, approximate age, and relationship. Do any of the following circumstances apply to your estate? * You're unmarried and in a non-traditional relationship. You're current marriage is not your first. You have children from prior marriages. You or a family member is receiving or may need full time skilled nursing care. You have aging parents who need planning for long term medical care. You have children or other dependents with special needs. You have children who struggle with drug and alcohol abuse. You and/or your spouse own a business You and/or your spouse own real estate investments. You owe unpaid creditors. Other Total estimated gross value of assets? * Identify real estate, financial accounts, personal property vehicles, collectibles, etc. Total approximate debt owned to creditors? * Identify all parties who may be considered lenders with unpaid balances such as banks, credit card companies, finance companies and all other third parties with outstanding loans subject to be repaid.
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8. If the answer to the above question is no, in which state do you pay your income tax? ___________________ 9. What is your marital status? a) Married b) Single c) Divorced 10. Do you have any children? 11. If the answer to the above question is yes, how many children do you have? _________ 12. In which state or country do you plan to stay after retirement? _____________________ Category: Planning Questionnaire
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Your legal name: * Your partner/spouse's legal name: Date of Marriage: Your children's names (separate with a comma) Your spouse's children's names (separate with a comma) Your adopted children's names (separate with a comma) Are any of these children under the age of 18? Yes No If so, who do you want to care for them when you die? At what age do you want them to receive their estate or partial distributions? If your estate is over $2, 240, 000 there will be a state Death Tax applied. If over $23, 000, 000 there will be a federal Death Tax applied. By this definition, will your estate meet this requirement? Do you own any property out of state? If so, you may want to consider a Revocable Living Trust, so that there is no need for probate in both states. Who do you want to carry out your Last Will and Testament when you have passed away? * Who do you want to get your property when you pass away? One line per person. Be sure to specify share size with a comma after the name. (Example: "Mary Jones, 15%") Ballpark value of your estate Please enter a whole dollar value for each line; your best guess is fine.
