Legacy Planning Questionnaire

This simple assessment helps to uncover gaps that may exist in your financial planning. This gives us a good starting point in how we may assist you.

Name:      Email:
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1. I have clear and concise estate planning documents.
2. I understand my estate plan which will minimize estate taxes.
3. All my wealth planning is based on clear written objectives.
4. My wealth planning accurately reflects my personal values.
5. I have defined what financial independence is, and I know how to achieve and manage it.
6. I understand my life, health, and liability insurance and the benefits of these policies.
7. I have identified appropriate inheritance values for my heirs and how it will transfer to them.
8. My professional advisors are able to work together as a team to maximize my financial resources.
9. I am confident that my heirs are prepared to manage my estate effectively.
10. I receive a consolidated statement of all investment assets that identifies rate of return.
11. I understand my asset allocation model and the risk of my current portfolio.
12. My investment portfolio automatically rebalances to my desired risk.
13. I know the tax impacts of my investment and estate planning decisions.
14. I have a written Investment Policy Statement that governs my decisions and my advisors.
15. In the event of my disability, I am confident in the way others will manage my financial affairs.
16. I understand the difference between voluntary and involuntary philanthropy.
17. My wealth plan gives me my desired level of multi-generational control over my assets.
18. I have taken advantage of wealth transfer tax deferred and exempt strategies to preserve my assets.