Business Planning | Exit Strategy Planning | Huntington Beach CA

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Estate Planning Needs Evaluation

Please check all boxes that apply to your situation.
Do you have an estate plan in place?		Yes (date last reviewed: )
Do you have an estate plan in place?		No, but I would like to develop one
I need help with:		Understanding our tax laws
		Writing my will
		Selecting an executor and trustees
		Establishing a living trust
		Valuing my estate
		Reducing estate taxes
		Creating a family limited partnership
		Transferring property
		Creating a buy-sell agreement
		Planning for a second marriage
		Planning for a noncitizen spouse
		Determining the role of life insurance
		Planning for community property
		Updating my estate plan
		Other
I would like to learn more about the following estate planning strategies:
		Gifting as a technique for transferring wealth
		Setting up a trust for my heirs
		Creating a succession plan and transferring ownership of my business
		Making taxable gifts
		Giving to charity
		Implementing generation-skipping transfers
		Other
My greatest estate planning concern/need is:

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