ESTATE PLANNING ANALYSIS
Is your estate planning what it should
Good estate planning is 75% lifetime-related
and 25% death-related. This simple test will determine
if your estate planning is taking maximum advantage
of the tax laws.
our Personal Estate
Planning Analysis Questionnaire.
Here for a printable version
2. Print out the test, then check YES where appropriate
3. Add up points for “YES” answers;
4. Click on the Answer Key for