›Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 6

Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 6

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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.



    51. Do you intend to exclude one of your children from receiving a portion of your estate.
    YESNO


    52. Have you asked your intended beneficiaries how your gift will advance the interests of their family or their community?
    YESNO


    53. Do you intend to leave more assets to your grandchildren than to your children/stepchildren?
    YESNONOT APPLICABLE


    54. Does at least one of your intended beneficiaries spend more than he or she earns?
    YESNONOT APPLICABLE


    55. Have you ever made a monetary gift or loan to one of your intended beneficiaries but not to others?
    YESNO


    56. If you have made a gift or loan to at least one intended beneficiary, were the terms recorded in a written document?
    YESNONOT APPLICABLE


    57. Do the executors of your will have a copy of the written documents describing each of your gifts and loans?
    YESNONOT APPLICABLE


    58. Does your will itemize the division of personal possessions; for example, your art, jewelry and pets?
    YESNONOT APPLICABLE


    59. Will all of your intended beneficiaries be equal beneficiaries of your bank accounts?
    YESNONOT APPLICABLE


    60. I agree with this statement: I should use my will to equalize the incomes of all my beneficiaries.
    YESNO


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