ESTABLISHING YOUR ESTATE PLANNING GOALS

In order to plan your estate, you need to decide which goals are important to you. This form will help you to specify which goals you are seeking. Please rate each goal on a scale of 1 through 10 with the value of 1 = no importance and the value of 10 = absolute importance.

  1. ______ Avoid estate taxes
  2. ______ Avoid probate
  3. ______ Provide for children of previous marriage
  4. ______ Plan for my possible disability
  5. ______ Provide for charitable causes
  6. ______ Disinherit a natural heir
  7. ______ Make gifts to people during my life
  8. ______ Provide for a handicapped person
  9. ______ Protect heirs from losing their inheritance
  10. ______ Protect heirs from spendthrift tendencies
  11. ______ Protect myself against greedy heirs
  12. ______ Avoid income tax on my capital gains
  13. ______ Provide for a grandchild
  14. ______ Avoid costly estate planning costs
  15. ______ Get personal items to certain heirs
  16. ______ Create more income from my assets
  17. ______ Keep my affairs secret
  18. ______ Protect my estate against publicity
  19. ______ Save my heirs the time and labor of probate
  20. ______ Get my parent's affairs in order
  21. ______ Provide guardians for children
  22. ______ Avoid family quarrels over the estate