Should You Get a Will or a Trust?
People often call and ask me about estate planning. One of the questions I receive the most is, "Should I have a Revocable Trust created or is my Will sufficient?" Take this short quiz to get some direction on what you should ask the attorney or financial advisor who is working with you on your estate plan.
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How old are you? *
1 point
Are you married? *
1 point
Have you been married more than once? *
2 points
How many children do you have? *
1 point
Are your children married or have they been married in the past? *
1 point
Do you have grandchildren? *
1 point
Do you have step-children? *
1 point
Do you own any "real property?" (i.e. home or land) *
1 point
Do you have financial investments?
2 points
Clear selection
Do you have life insurance? *
1 point
Do you have personal property (i.e, jewelry, china, vehicles) that you want distributed to certain individuals? *
1 point
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