›Transfert agricole – Outil d’aide à la planification testamentaire et successorale🅪 – Sondage Page 5

Transfert agricole – Outil d’aide à la planification testamentaire et successorale🅪 – Sondage Page 5

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Cliquez sur l’option qui correspond le mieux à votre réponse à chaque question.
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    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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