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Thank you for taking the time to give us your invaluable insights.
Questionnaire Answer Section
The first step of every estate plan is to
a. Prepare a personal inventory
Trusts are useful in
b. managing assets
Good estate planning involves
c. financial management during your lifetime
Experts say that the more modest your estate
c. the greater the need for careful disposition
To legally draft a Will I
b. I need an Attorney as they are licensed to practice law and are qualified to help
If you have minor children, your Will should name a
b. guardian
When a person moves to another state,
c. a revised will is advisable
If a person passes without a Will or Trust,
c. state law determines how the estate will be divided
a. Prepare a personal inventory
Trusts are useful in
b. managing assets
Good estate planning involves
c. financial management during your lifetime
Experts say that the more modest your estate
c. the greater the need for careful disposition
To legally draft a Will I
b. I need an Attorney as they are licensed to practice law and are qualified to help
If you have minor children, your Will should name a
b. guardian
When a person moves to another state,
c. a revised will is advisable
If a person passes without a Will or Trust,
c. state law determines how the estate will be divided
As an additional way to thank you, please download our asset protection book. CLICK HERE
As an additional way to thank you, please download our asset protection book. CLICK HERE
More questions? That's ok. Please click here to jump back on my schedule.
I look forward to our call! - Ammon Smith | Asset Protection Paralegal
More questions? That's ok. Please click here to jump back on my schedule.
I look forward to our call! - Ammon Smith | Asset Protection Paralegal
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