Estate Planning Confidential Client Data Sheet Form Page 3
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8IV.
GOALS and OBJECTIVES
(Please check and comment on the following as it may be applicable to you – in as much detail as possible)
I WANT OR NEED TO:
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Avoid probate of my/our estate ____________________________________________
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Provide privacy in the transfer of my/our estate _______________________________
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Reduce or eliminate Federal Estate Taxes in my/our estate ______________________
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Control the time and conditions for distribution of my/our estate _________________
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Establish a special trust for a beneficiary with special needs _____________________
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Consider charity in my estate planning ______________________________________
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Provide for the continuation/transfer of a business ____________________________
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Provide liquidity for spouse, children or business _____________________________
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Reduce or eliminate capital gains taxes _____________________________________
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Provide for grandchildren’s education or other needs __________________________
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In addition to the above, I/we have the following goals and objectives _____________
_____________________________________________________________________
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