Client Estate Planning Form Page 5

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L
O
D
M. G
AW
FFICE OF
AVID
OLDMAN
If you have a safe deposit box, where is it? __________________________________
Do you have property stored anywhere else outside your home? Yes
No
If so, what and where? ____________________________________________________
Have you or your spouse made transfers or gifts in excess of $13,000.00 to any
individual during any of the past three years? Yes
No
If yes, please describe, including approximate dates and amounts: _______________
____________________________________________________________________________
____________________________________________________________________________
Real Estate and Business
Description and Address of Property ___________________________________________
Purchase Date __/__/____ Name(s) on Deed _____________________________________
Purchase Price ___________Amount Owed ___________ Approx. Value _____________
Description and Address of Property ___________________________________________
Purchase Date __/__/____ Name(s) on Deed _____________________________________
Purchase Price ___________Amount Owed ___________ Approx. Value _____________
Do you or your spouse have any interest in any business? Yes
No
If yes, name of business(es) and description of interest:
_____________________________________________________________________________
_____________________________________________________________________________
Do you have a Life Insurance Policy? Yes
No
If yes, please list by name of company, whole or term, beneficiary and amount:
______________________________________________________________________________
______________________________________________________________________________
Do you have Long Term Care Insurance? Yes
No
If yes, name of company: ______________________________________________________
Do you or your spouse expect an inheritance in the next 5-10 years? Yes
No
Are you or your spouse the beneficiary of any trust? Yes
No
If so, please describe: _________________________________________________________
5
Email: , Phone: 410-205-4830, Secure Fax: 602-424-0103

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