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| | 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.
- ______ Avoid estate taxes
- ______ Avoid probate
- ______ Provide for children of previous marriage
- ______ Plan for my possible disability
- ______ Provide for charitable causes
- ______ Disinherit a natural heir
- ______ Make gifts to people during my life
- ______ Provide for a handicapped person
- ______ Protect heirs from losing their inheritance
- ______ Protect heirs from spendthrift tendencies
- ______ Protect myself against greedy heirs
- ______ Avoid income tax on my capital gains
- ______ Provide for a grandchild
- ______ Avoid costly estate planning costs
- ______ Get personal items to certain heirs
- ______ Create more income from my assets
- ______ Keep my affairs secret
- ______ Protect my estate against publicity
- ______ Save my heirs the time and labor of probate
- ______ Get my parent's affairs in order
- ______ Provide guardians for children
- ______ Avoid family quarrels over the estate
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