• Date Format: MM slash DD slash YYYY
  • Rate the importance of these points on a scale from 1-10

  • 1
  • 2
  • 1. Authorize someone to handle your legal and financial matters if you can’t*
  • 2. Authorize someone to make your healthcare and end of life decisions if you can’t*
  • 3. Protect assets for disabled or incompetent beneficiaries now or in the future*
  • 4. Provide for minor beneficiaries (children or grandchildren)*
  • 5. Protect your assets for your children if your spouse remarries*
  • 6. Provide lifetime asset protection for your children/beneficiaries from:*
  • a. Creditors (Student Loans, Mortgage Debt, Medical Expenses)
  • b. Divorce
  • c. Themselves (Youth, Gambling, Substance Abuse, etc…)
  • 7. Provide detailed personal instructions for your loved ones (who gets what, when, how)
  • 8. Provide detailed disability instructions (what to do with me and my money)
  • 9. Keep my personal and financial information private as opposed to public hearings
  • 10. Avoid Probate
  • 11. Provide a plan for accident/unforeseen illness/prevent business failure, etc.
  • 12. Provide lifetime asset protection for you and your spouse from lawsuits
  • 13. Provide lifetime asset protection for you and your spouse from nursing home/long-term care costs
  • 14. Provide asset protection for your spouse after death
  • 15. Provide advanced planning for:
  • a. Estate Tax (Federal & State)
  • b. Inherited Retirement Accounts (IRA, 401k, 403b, etc…)
  • c. Family Property (Cottage, Cabin, Farm, etc…)
  • d. Business Succession Planning
  • e. Rental Properties
  • This field is for validation purposes and should be left unchanged.