Basic Estate Planning Questions: In the event of your death or the death of your spouse, are you concerned about? Yes No Paying off your mortgage and other debts? Replacing lost income? Paying for college education? Who will care for your dependent children? Who will receive your Estate? At what age your heirs will receive your Estate? Whether your heirs can manage the money they receive? Marriage, divorce or bankruptcy of any family member?     Advanced Estate Planning Questions: In the event of your death or the death of your spouse are you concerned about: Yes No The cost of attorney fees & probate expenses?  Generally 5% of total estate. The amount of federal estate taxes you may owe? See estate tax table Dividing your business between your partners, spouse or children? Keeping a special asset within your family? Allowing your estate to be open to the public. Protecting Your Income and Assets: If you or your spouse were disabled and unable to work.   Yes No Do you know: If you will receive an income from another source? How much money you will receive? How soon will it start? How long will it last? Will it be taxable? If there are any exclusions? Will you be able to manage your assets? Are you concerned about spending your assets on nursing home costs? Next Step If you have answered "Yes" to any of the above questions, it is important that you review your overall estate plan.  All of the above questions and more can be answered correctly with proper planning. For further information, please contact us. Contact Information: First Name Last Name Street Address 1 Street Address 2 City State Zip/Postal Code Country Phone E-mail

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