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1. Isn't the estate tax
repealed?
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Quick Answer |
2.
Are you looking for ways to keep assets out of probate court without
losing control during your lifetime?
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Quick Answer |
3. Have you updated your will or
living trust in the last 3 years?
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Quick Answer |
4. Do you have children from a
previous marriage?
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5. Is your net worth above $ 1.3
Million including your life insurance and retirement plans?
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6.
Do you own your life insurance policy in your name?
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7.
What happens to your minor children if you and your spouse die?
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8.
Is your retirement plan a substantial part of your net worth?
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9.
What happens in the case of your disability?
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10.
Do you own a business or real estate?
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| 11. Can joint tenancy cause my
children to be disinherited? |
Quick Answer |
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