Personal Financial Quiz

Are you confident you are paying the lowest amount of income tax allowed?

Yes No

Are you sure you have the right amount and type of insurance?

Yes No

Do you have a plan and funding for your children or grandchildren's college?

Yes No

Is the issue of elder care for you or your parents important?

Yes No

If you own a business, do you have a management succession plan and a buy/sell agreement?

Yes No

Have you considered a gift program involving your family-owned business, especially in light of recent changes in the estate freeze rules?

Yes No

Do you have a will?

Yes No

Has your will been reviewed in the past five years?

Yes No

Have you considered a living trust to avoid probate, fees and insure your family's privacy?

Yes No

Are you sure your estate plan is up-to-date and takes into account all of your personal wishes and all potential tax-saving strategies?

Yes No

Have you executed a living will or health care proxy in the event of catastrophic illness or disability?

Yes No

Are you comfortable with the executor and trustee you have selected?

Yes No

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