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This self-test will help you think through some of the important issues regarding your current estate plan. It's not a substitute for consulting your various financial advisors. If you would like to discuss any of the questions in detail, please feel free to schedule an apointment.
 
1. Has your current estate plan totally eliminated your estate taxes?
 
 
 
 
 
2. Is eliminating your estate tax important to you?
 
 
 
 

3.Have you been shown numerous ways you can legally benefit your family and your favorite charities (or family foundation), while the IRS pays for it?
 
 
 
 
4.Can you explain your current estate plan?
 
 
 
 
5.Do you have concerns about your estate plan that have not been adequately answered?
 
 
 
 
6. Has your current plan eliminated your concerns as to what would happen to each child’s inheritance should they become divorced?
 
 
 
 

7.Are you currently working with your advisors to enhance you social, human and intellectual capital?
 
 
 
 
8.Does your estate planning attorney and other financial advisors work collaboratively together as an advisory team for you?
 
 
 
 
9.Do your current advisors fully understand your family values, philosophy and objectives and have they integrated them into your estate plan?
 
 
 
 
10.Do you speak openly about your money with your children?
 
 
 
Tax Advice Disclosure: To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or(2) promoting, marketing or recommending to another party any matters addressed herein. The information contained in this electronic mail message is privileged and confidential. It is intended for the use of only the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify me immediately and delete the original electronic mail message. Thank you.