The Law Office of Bennett Braverman, PC

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It is important to understand the impact of a comprehensive wealth strategies estate plan and how it will protect you and your family should an untimely death or disability occur or in the event of a catastrophic lawsuit against you. Below are some questions that will help you to think about specific issues important to you and your family. Please take a few moments to mark your responses to the following questions.

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1. All information on this site is provided for educational and informational purposes only and should not be taken as legal advice nor does the use of this quiz infer, create or constitute an attorney-client relationship.

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation. Required Question
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6. I have a current Living Will. (Directive to Physicians) Required Question
7. I am certain that my current estate plan will avoid all federal estate, gift or inheritance taxes for my family. Required Question
8. I am comfortable that I have taken all possible steps to avoid contests and disputes after my death and that my wealth will be transferred under a plan that is controlled by my wishes and desires. Required Question
9. I am confident that my current estate plan protects me from unnecessary placement in a nursing home and provides clear instructions for in-home health care. Required Question
10. There is a fully funded Living Trust in place as part of my wealth strategies estate plan, so that my family and I can avoid the delays and expenses of living and death probate and keep me in control of my wealth. Required Question
11. I have a Medical Power of Attorney to permit my spouse or children to make emergency health care decisions for me in the event I am unable to make my own health care decisions. Required Question
12. I am confident that my estate plan will allow my family to avoid costly guardianship and help me to maintain control of my wealth and personal affairs in the event of my incapacity. Required Question
13. I am confident that my current plan protects my surviving spouse and children from creditors, predators, lawsuits, and failed marriages. Required Question
14. I have taken steps to protect my children's inheritance in the event my surviving spouse chooses to remarry. Required Question
15. I have done everything possible so that my dying is never unnecessarily prolonged by artificial means or heroic measures. Required Question
16. I presently have a plan in place which will allow my family to continue to maintain control of our family business in the event of my untimely death or disability. Required Question
17. I have a plan which will save every possible court cost, professional fee, estate and gift tax on the transfer of my family business to my descendents. Required Question
18. I am certain that my current estate plan contains the documents and insurance necessary for my long-term health care in the future, to help prevent the impoverishment of my spouse or my family from the devastating effects of a catastrophic long-term injuries or illnesses. Required Question
19. I have recently checked the beneficiary designations of my retirement and life insurance plans, and I am comfortable that I have not listed my estate or any minor children as either primary or secondary beneficiaries. Required Question
20. I have a Qualified Personal Residual Trust that allows me to live in my home for a period of time and then transfers my home to other family members or charity at a gift tax discount. Required Question
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