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Estate PreservationProcess

Your Information

When completing the scorecard, all fields must be filled in correctly. Once you've completed the scorecard, an email with your completed scorecard will be sent to you.

In order to begin, the following issues need to be addressed:

Mindset 1: Estate Protection Goals

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have protected your legacy and estate to the extent possible by using standard recommended strategies
1
2
3
4
5
6
You know that there are strategies being used that could protect and maintain the value of your estate but you haven't utilized them
4
5
6
7
8
9
You are satisfied with your estate protection strategies and feel that you have the best plan in place
7
8
9
10
11
12
You know that estate protection strategies are continually evolving and you want to investigate other options
10
11
12
 

Mindset 2: Estate Preservation Goals

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You feel that your estate will be preserved notwithstanding the requirement of taxes and retirement income
1
2
3
4
5
6
You know that there are strategies that will preserve the value of your estate but you do not have the confidence to use them
4
5
6
7
8
9
You feel that between your retirement income goals and estate goals that you have created a good balance.
7
8
9
10
11
12
You do not want to miss out on the opportunities to preserve more of the assets that you have accumulated
10
11
12
 

Mindset 3: Create a legacy for your Family

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have created a legacy for your family that is appropriate
1
2
3
4
5
6
You have created a legacy that is much greater then what was left for you and that is sufficient
4
5
6
7
8
9
You believe that the legacy you leave could be increased but you are satisfied
7
8
9
10
11
12
You hope that by leaving a larger legacy your family will pass on your values for future generations
10
11
12
 

Mindset 4: Family Dynamics

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You do not feel that meeting with your family to discuss your estate planning will accomplish anything
1
2
3
4
5
6
You have always been concerned with involving your family in your estate and financial planning
4
5
6
7
8
9
You have done a good job in your family planning and are at the level of family involvement
7
8
9
10
11
12
You want to involve your family in your plans and let them know of your legacy and estate value
10
11
12
 

Mindset 5: Teamwork and Control

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You never feel that you are in control of your finances and estate
1
2
3
4
5
6
You do not need to be in control as long as you understand the strategy and goals
4
5
6
7
8
9
You are in control of your strategy and your goals and are comfortable with the status
7
8
9
10
11
12
You only want to be in control to the extent necessary and are willing to give up control as long as there is measurable growth
10
11
12
 

Mindset 6: Advisor Confidence

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You do not have confidence in your current advisors as they never have asked you of you ultimate plans
1
2
3
4
5
6
You are willing to put confidence in your advisors as long as you feel that they understand your ultimate goals
4
5
6
7
8
9
You are surrounded by advisors that understand you and your goals
7
8
9
10
11
12
You feel that by adding to the advisor team you can add strategies and concepts that will increase your estate and your legacy
10
11
12
 

Mindset 7: Cost for Growth

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have always felt that you are over paying for advice
1
2
3
4
5
6
You would be willing to pay more if you were to receive better advice
4
5
6
7
8
9
You are comfortable with the advice you are receiving and with the charges fore the advice.
7
8
9
10
11
12
You feel that you would pay more in fees to see more growth in your estate and legacy
10
11
12
 

Mindset 8: Social Conscience and taxes

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You always feel that you are paying more then your share in taxes
1
2
3
4
5
6
You would be willing to complicate your estate and legacy planning if you could save taxes
4
5
6
7
8
9
You feel that you are using the tax system to the best of your ability and paying your share of taxes
7
8
9
10
11
12
You would be willing to integrate strategies into your estate planning to pay your fair share of taxes but also to increase your estate.
10
11
12