TAKE THE QUIZ
Have you shared your legacy plan with your family?
*
No, and I don’t think it’s necessary.
No, I didn’t know how important this was.
Somewhat—we’ve had informal discussions but may not have fully aligned everyone due to uncertainty about how to approach it.
Yes, we’ve had structured conversations and alignment.
Is your estate plan designed to preserve wealth across multiple generations?"
*
No, I don’t think this applies to my situation.
No, I wasn’t aware this was possible or important
Somewhat—it includes some protections (e.g., living trusts to avoid probate), but I’m not sure it’s fully optimized for long-term wealth preservation.
Yes, we’ve taken proactive steps for wealth longevity that includes advanced strategies (e.g., asset protection, tax optimization, wealth transfers).
Have you addressed tax concerns like estate taxes, capital gains, or income taxes?
*
No, and it’s not necessary in my situation.
No, I didn’t know this was an option or how to approach it.
Somewhat—we’ve started to explore strategies but may not have fully optimized our plan to minimize taxes
Yes, we’ve incorporated strategies to optimize taxes in our estate plan.
Does your plan include meaningful gifts to causes you care about?
*
No, and it’s not a priority for me.
No, I didn’t know this was an option or how to include it.
Somewhat—I’ve considered it or started but may not have formalized or optimized it.
Yes, we have a clear charitable giving strategy.
Have you prepared your heirs to manage their inheritance responsibly?
*
No, and I don’t think it’s necessary.
No, I didn’t know this was something I could do.
Somewhat—they have some understanding, but we haven’t fully prepared them for stewardship.
Yes, they’ve been guided and equipped to manage their inheritance responsibly.
When was the last time you reviewed or updated your estate plan?
*
I haven’t updated it in 5+ years or I don’t have one.
I didn’t know regular updates were necessary.
Somewhat—I’ve updated parts of my plan but may not have addressed everything comprehensively.
Yes, my plan is up to date and reflects my current goals and circumstances.
Does your family share a clear mission, vision, or values for your legacy?
*
No, we’ve never discussed this.
No, I didn’t know this was important or how to approach it.
Somewhat—we’ve touched on it, but it’s not well-defined or shared by everyone.
Yes, we have a clear family mission and vision that guides our legacy planning.
Are you confident your plan protects your family from legal, financial, and personal risks?
*
No, it’s not something I worry about.
No, I didn’t realize there were risks my current plan may not address.
Somewhat—I’ve taken some steps, but I’m not confident everything is covered.
Yes, I’m confident my plan protects against risks comprehensively.
First Name
*
Last Name
*
Phone
*
Email
*