Will you (and the people who rely on you) have the financial resources they need to maintain their lifestyle if you become incapacitated? *

Yes

Not sure

Prefer to discuss in person

Will the people who rely on you have the financial resources they need to maintain their lifestyle in the event you die? *

Yes

Not sure

Prefer to discuss in person

If you have children or grandchildren depending on you to pay for college... is their college funding secure? *

Yes

Not sure

Prefer to discuss in person

Are you confident you are on track to have (or maintain) your desired level of income in retirement? *

Yes

Not sure

Prefer to discuss in person

If your estate is large enough to be subject to the Federal or State estate tax... do you have the resources to pay that tax without selling your family home, business, farm or other property? *

Yes

Not sure

Are you confident you have adequate resources to pay for the cost of health care and long term care without depleting your asset base? *

Yes

Not sure

Do you have umbrella insurance to protect you and pay your legal fees if you are sued? *

Yes

Not sure

Is it important to you to leave a financial inheritance to your heirs or charity when you pass? *

Yes

Not sure

Do you have a farm, professional, or business practice? *

Yes

Protect Your Financial Legacy
The Legal Risk Assessment

Are your assets currently protected from judgment creditors if you are sued by someone? *

Yes

Not sure

Will your current plan avoid the need for a probate court proceeding if you became incapacitated? *

Yes

Not sure

Will your estate require a probate proceeding at your death? *

Yes

Not sure

In your current plan, will the assets you leave your spouse be protected if he/ she remarries? *

Yes

Not sure

In your current plan, will the inheritance passing to your heirs be protected in the event they divorce, go bankrupt or have a legal judgment entered against them? *

Yes

Not sure

Do you have an heir that is not yet fully capable of responsibly managing their inheritance? *

Yes

Not sure

Will your estate be subject to a federal or state estate or inheritance tax? *

Yes

Not sure

Do you have appreciated assets that would create a significant capital gains tax if you sold them? *

Yes

Not sure

In your current plan, will you be able to pay for the cost of long term care without having to sell and spend your assets? *

Yes

Not sure

Addiction & Special Situation Questions

Do you have an heir that has or may have addictive behavior patterns related to alcohol, drugs or another self-destructive behavior? *

Yes

Not sure

Prefer to discuss in person

Do you have an heir who, even as an adult, has not yet developed the skill and maturity to solely manage his or her inheritance? *

Yes

Not sure

Prefer to discuss in person

Do you have an heir who is subject to the undue influence of another (such as a spouse, friend, or relative) that could result in your heir losing the inheritance he or she receives from you? *

Yes

Not sure

Prefer to discuss in person

Do you have an heir who has special needs or limitations associated with a physical or developmental diagnosis (such as Down Syndrome or Cerebral Palsy)? *

Yes

Not sure

Prefer to discuss in person

The Legacy Questions

Do you have a fairly clear idea of the impact you want the inheritance you leave to have on your heirs? *

Yes

Not sure

Assuming you passed fairly soon, do you have an heir who could potentially be impacted negatively by the financial inheritance they will receive from you? *

Yes

Not sure

Is this possible negative effect another issue that you want to consider as you plan your estate? *

Yes

Not sure

Are there stories or experiences-either your own or of friends or family-that impacted your own values which you would like to preserve and share? *

Yes

Not sure

Values, wisdom, and life lessons

We learn from our experiences - our successful experiences as well as our failures. We also learn from the experiences of others close to us. The values we consider important are often derived from those life experiences. When promptly shared, the wisdom gleaned from those experiences can be useful to younger generation family members. Is this something you would like to explore? If "yes" or "not sure" then answer these questions:

Is sharing value, wisdom and life lessons with younger generation family members something that is important to you now? *

Yes

Not sure

Do you have any Heirlooms or Artifacts? *

Yes

Not sure

Traditions

Traditions provide much of the glue that hold families together over generations. As families are more dispersed geographically, preserving those traditions has become more difficult. Is this something you would like to explore? If "yes" or "not sure," then answer these questions:

Can you think of specific traditions that help keep your family connected? *

Yes

Not sure

Would you like to explore ways to preserve and pass on those traditions? *

Yes

Not sure

Travel

Travel experiences can open younger generations to a wider world and provide a lifetime bond. Is this something you would like to explore? If "yes" or "not sure," then answer these questions:

Is sharing travel experiences with your family something that has been important to you? *

Yes

Not sure

Have you preserved your travel experiences in photographs, videos or travel books that are accessible to the people who shared those experiences with you? *

Yes

Not sure

Do you have plans for future travel experiences? *

Yes

Not sure

Your Funeral

Your funeral will be the place where your friends and family reflect on your life and the value you have added to them and to your community. Many life coaches encourage us to think now about what we want to be said about us then because it can alter how we approach the rest of our life. Is this something you would like to explore? If "yes" or "not sure," then answer these questions:

Have you planned your funeral? *

Yes

Not sure

Do you have wisdom or life lessons you would like to have shared with family and friends at your funeral? *

Yes

Not sure

Would you like for your funeral to be a teaching moment? *

Yes

Not sure

Family Relationships

For most of us, our family is our legacy. Most families have had conflicts that have caused pain and estrangement. Resolving those conflicts can be an important contribution to family harmony. Preserving family harmony, even after we're gone, is an important, but often unspoken objective that is important to our clients. Is this something you would like to explore? If "yes" or "not sure," then answer these questions:

Are there areas of tension between family members that cause hurt feelings or arguments at times? *

Yes

Not sure

Prefer to discuss in person

If you become incapacitated or pass away, are these tensions likely to cause permanent rifts in an already difficult situation? *

Yes

Not sure

Prefer to discuss in person

Would you like to resolve conflicts now to preserve your long-term family structure and relationship? *

Yes

Not sure

Prefer to discuss in person

A Generosity Mindset

Our experience with hundreds of clients has taught us there is a high correlation between happiness and a generosity mindset. We have found this is very important to some of our clients, but not important for many others. Is this something you would like to explore? If "yes" or "not sure." then answer these questions:

Are there religious institutions or other charities that you contribute to now? *

Yes

Not sure

Are you interested in exploring ideas that could be useful in instilling a generosity mindset in your younger generation family members? *

Yes

Not sure