›Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 5

Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 5

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Click on the option that best corresponds to your answer for each question.
You can review or update your answers before the final submission.


    41. Will the gift you intend to leave to at least one of your beneficiaries likely double their net worth?
    YESNO

    42. Do you have the same financial advisor or accounting firm as at least one of your intended beneficiaries?
    YESNO

    43. Have you made living gifts of cash to anyone you intend to list as a beneficiary in your will?
    YESNO

    44. Do you intend to divide your estate equally among all your beneficiaries?
    YESNO

    45. Do you intend to leave different assets of equal value to each of your beneficiaries? For example, your house to one beneficiary and cash of equal value to another?
    YESNO

    46. Are you concerned about the spending habits of at least one of your intended beneficiaries?
    YESNO

    47. If your intended beneficiaries are married, are you concerned about the spending habits of at least one of your beneficiaries’ partners?
    YESNONOT APPLICABLE

    48. Have you discussed technical estate planning options with your financial advisor, accountant or lawyer to protect your assets from marital breakdown of an intended beneficiary, even if your intended beneficiary is not yet married?
    YESNO

    49. Do you have any concerns about drug, alcohol or gambling addiction with any of your intended beneficiaries who are related by blood or marriage?
    YESNO

    50. Do you have a named beneficiary with a permanent disability who will require ongoing financial support after your death?
    YESNONOT APPLICABLE


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