Wealth Management Qualifier

Should you consider a trust? The following questions can help you determine whether a trust is right for your situation:

All fields are required. Please complete the entire form to the best of your ability.

1. If you were suddenly unable to handle your investments and financial matters, would your spouse or other family member have the time, experience & dependability to take care of them?
   Yes
   No
2. Have you developed a long term relationship with a qualified professional assisting you or your family with complex investment or estate planning issues?
   Yes
   No
   
3. Have you established clearly defined goals and objectives in alignment with your tolerance for investment risk?
   Yes
   No
   
4. Are you concerned about the distribution of your assets to your beneficiaries upon your death or even during your lifetime?
   Yes
   No
   
5. Are you nearing retirement age or have you recently retired?
   Yes
   No
   
6. Do you consistently monitor and track the tax impact of your investments in compliance with annual income tax filing requirements?
   Yes
   No
   
7. Does your family own rental or mineral real estate interests requiring specialized management?
   Yes
   No
   
8. Do you contribute to a retirement plan as either an employee or business owner?
   Yes
   No
   
9. Do you have a detailed financial or estate plan designed to build, preserve, and transfer assets and/or wealth?
   Yes
   No
   
10. Are you a business owner with concerns about the sale or transfer of your business upon your retirement, disability or death?
    Yes
    No