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Online Quiz

 

IF YOU ANSWER “NO” TO ANY OF THE FOLLOWING QUESTIONS,
IT IS TIME TO CREATE A PROPER ESTATE PLAN:

Yes      No
     

 

 If your estate (all that you own) including your house is valued over $100,000, do you have a Revocable Living Trust?

Yes      No
     

 

 Do you have a current Last Will and Testament?

Yes      No
     

 

 Do you have a current Will which names guardians for your minor children?

Yes      No
     

 

 Do you have someone authorized (in writing) to handle your financial matters if you become temporarily disabled, due to an injury or illness?

Yes      No
     

 

 Do you have an Advanced Health Care Directive (aka Health Care Power of Attorney) that identifies your designated Agents, who speak to doctors on your behalf?

Yes      No
     

 

 Do you have provisions in your Will or Trust for payment of estate taxes?

 

IF YOU ANSWER “YES” TO ANY OF THE FOLLOWING QUESTIONS,
IT IS TIME TO REVIEW YOUR ESTATE PLAN:

Yes      No
     

 

 Was your Estate Plan signed more than 2 years ago?

Yes      No
     

 

 Do you own real property in more than one state?

Yes      No
     

 

 Have you been married, divorced or remarried since your estate planning documents were signed?

Yes      No
      

 

 Has there been a change in the value of your estate (all that you own)?

Yes      No
     

 

 Have you bought, sold or refinanced your home or other piece of real property?

Yes      No
     

 

 Do you have a Durable Power of Attorney for Health Care or an Advanced Health Care Directive signed before April 2003?

Yes      No
     

 

 Do you have a trust that was drafted before 2001?

Yes      No
     

 

 Do you have an “A-B” trust?

Yes      No
     

 

 Have you started or acquired a business since your estate planning documents were signed?

Yes      No
     

 

 Have you changed your mind about what your heirs are to receive from you?


As life changes, so do your choices.  This is why Estate Plan Reviews and Estate Plan Updates are just as important, as creating an Estate Plan, for you and your family.  (Estate Planning)

 



 

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Law Offices of Sydney C. Kirkland
 220 W. Grand Avenue
Escondido, California 92025
Phone: (760) 746-1855
Fax: (760) 738-8733
info@sandiegoestateplanners.com
 
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