Congratulations on deciding to create an Estate Plan for you and your family.

Use the STANDARD TRUST WORKSHEET if your answers to all the questions below are “NO”.  Otherwise, choose the ADVANCED TRUST WORKSHEET.

• Do you own your own business entity such as a Corporation or LLC?

• Have you been married more than once with children from the prior marriage?

• Do you need to reduce your tax liability for your beneficiaries?

• Do you own properties in more than one state?

• Do you have children with special educational or health-related needs?

• Do you have a business that is a target or presents a high risk potential litigation?

• Do your beneficiaries present a risk of debtor liability from their creditors?

• Is your estate worth more than 5 million dollars?

Bill Bernard

949.413.6535 or 949.698.6222