Personal Information
Your Concerns
Please rate on a scale of 1 to 10 the following as to how important they are to you:
(1 being the lowest, 10 being the highest, 0 if not applicable.)
Questions
Rate
Create and implement a comprehensive plan in case of death or disability.
Providing for and protecting my spouse.
Providing for and protecting children and/or grandchildren.
Providing for and protecting children from my previous marriages.
Providing for and protecting me, my spouse and family against the costs of nursing homes or long term care.
Disinheriting a family member.
Providing for charities at the time of death.
Plan for the transfer and survival of a family business.
Avoiding or reducing your estate taxes.
Avoiding probate.
Reduce administration costs at time of your death.
Avoiding a guardianship in case of a disability.
Protecting assets from lawsuits or creditors.
Privacy of my affairs from business competitors, predators, dishonest persons and curiosity seekers in the case of my disability or death.
Plan for a child with disabilities or special needs, such as medical or learning disabilities.
Protecting children's inheritance from the possibility of their failed marriages or my failed marriage.
Protecting children's inheritance from the possibility of their failed marriages or my failed marriage.
Protect children's inheritance in the event of a surviving spouse's remarriage.
Provide that your death shall not be unnecessarily prolonged by artificial means/measures.
Safeguarding my retirement against stock market crashes or long term illnesses.
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