Trust Qualifier Is a trust right for you
Establishing a trust can be a smart, efficient way to preserve and distribute your assets.
Should you consider a trust? The following questions can help you determine whether a trust is right for your situation:
1. The total value of your estate (including life insurance and retirement benefits): Less than $250,000 250,000 - 500,000 500,000 - 1,000,000 1,000,000 +
2. If you were suddenly unable to handle your investments and financial matters, would your spouse/family require assistance to take care of them? Yes No
3. Can your current investment advisor coordinate and manage all the various aspects of your financial program? Yes No I do not have an investment advisor
4. Are you satisfied with your current investment relationship(s)? Very Satisfied Satisfied Somewhat Satisfied Dissatisfied I do not have an investment advisor
5. Are you concerned about who will manage your investments, pay taxes and handle bills if you are no longer able? Yes No
6. My current financial advisors are: Myself Broker Financial Planner Trust Officer None/Other
7. If you have remarried, do you want to provide security for your spouse for life, as well as your children from a previous marriage? Yes No Not Married
8. What is your current age? Under age 30 30 - 50 50 - 70 Over 70
9. What is your current tax bracket? 15% 27% 30% 35% 38.6%
