Find out if you need a Will or Trust?
Take a few seconds to find out.
HOME
1. -Rent (0 pts)
-Own property with less than $50,000 in equity (2 pts)
-Own property with more than $50,000 in Equity (5 pts)
CHILDREN
2. -None (0 pts)
-Minor Children (5 pts each)
-Healthy Adult Children (3 pts each)
-Disabled Children (5 pts each)
VALUABLES
If you added up everything you own, including clothes, electronics, cars, boats, jewelry, collectibles, and everything else except real estate, roughly how much would it be worth?
3. -Less than $25,000 (0 pts)
-$25,000 to $50,000 (4 pts)
-More than $50,000 (5 pts)
MULTI - STATE
Do you own property in more than one state?
4. -No (0 pts)
-Yes (5 pts each state)
PRIVACY
Do you care if a lists of all of your belongings becomes public and details made available online?
5. -No (0 pts)
-Yes, I like my privacy (4 pts)
INCAPACITATION
If you are incapacitated, do you want to decide who manages your personal affairs, healthcare and assets?
6. -No, my spouse or a court appointee is okay (0 pts)
-Yes, I would like to select someone myself (5 pts)
"EITHER YOU HAVE A PLAN , OR THE GOVERNMENT HAS ONE FOR YOU!"
Did you know that everyone has an estate plan? Unfortunately most people find this out too late! If you have no plan, the State dictates what happens to you and your belongings in an open and very public court!
Most Americans are unsettled by the thought of leaving very personal decisions up to courts, bureaucrats, and laws passed by politicians, not to mention the costs and loss of privacy.
Most know they need something, but what kind of plan? A Last Will and Testament? A Revocable Living Trust? A Living Will, and Advance Directives? All of these? Or something else? It's easy to get overwhelmed, confused, and just never make a plan...until now.
HOW DID YOU SCORE?
0 You are probably fine without an estate plan. However make sure you have "payable on death" notations on all of your bank accounts, and a power of attorney if you are unmarried.
1-5 You should have at least a Last Will & Testament, and should consider a Living Will with Advance Directives.
5+ You would benefit from a comprehensive estate plan. Your plan should include a Revocable Living Trust, Last Will & Testament, Powers of Attorney, and Living Will with Advance Directives.
WHAT NOW?
CONTACT US NOW We can help you find a solution that will fit your needs.
You may be surprised how easy and inexpensive the options are today.
Estate planning is not just for "the rich" anymore.
Technology is helping average people take control of their plan, for a fraction of the time and cost.