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  • Determine the level of stress on your loved ones

    The loss of a loved one causes unnatural stress on many people. It is said that losing someone you love is one of the two most powerful emotions in life. Facing the unknown is equally challenging. You can minimize the level of stress that your loved ones incur by doing simple planning ahead of time. This quiz will help you understand how much stress your family may experience and provide a guide to ease it. Enter your information below and determine the current level of stress your family may endure.

  • If something were to happen to you/your significant other right now, do you know what their first course of action would be?

  • Would your family be able to instantaneously access your important information, documents, and instructions to step in and handle affairs immediately?

  • With all of the interaction we have every day (driving, exercise, etc.), if you were to become incapacitated from a medical condition or accident, do you have standing instructions or provisions for medical tests to determine your level of incapacitation so that someone could handle your immediate affairs?

  • Even the simplest estates can have tax implications, thus lessening the amount that your beneficiaries receive. Do you confidently know if your current estate plan has alleviated all potential tax implications for the transfer of your estate (such as your home, life insurance and retirement accounts)?

  • While basic guardianship documents may suffice for those who will take care of your children, do you have the utmost confidence that your alternate successor/trustees are informed on how to execute guardianship and care for the children?

  • Most people will spend some time of their lives with assisted care. Are you confident your assets will not be subject to government seizure so that your family members will not lose their inheritance?

  • Estate planning can be a sensitive subject. Have you ever had a family meeting with everyone involved in your estate plan (beneficiaries, executors) to understand their roles?

  • The court who proceeds over estates is called Probate Court. The process can be exhausting, time consuming and arduous for your loved ones. Even the smallest unassigned assets may have to be reviewed before distribution. Are you 100% confident that you will not have to subject any portion of your estate to a probate court to decide who gets your assets?

  • Various trusts are an excellent protection for assets, however, items such as financial accounts and property must be funded or titled in the trust. Are you completely certain that your assets are properly titled, including assets that are owned jointly with rights of survivorship?

  • Families are more likely to have disp