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Can you transfer your wealth efficiently?
Wealth Diversification
Do you have a Will?
Yes
No
Date Will Was Executed
Month
Day
Year
Do you have a Trust?
Date Revocable Trust was Executed
Month
Day
Year
Date Irrevocable Trust was Executed
Month
Day
Year
Do you have a Power of Attorney?
Yes
No
Do you have a Healthcare Proxy?
Yes
No
Is the business owned by a Trust?
Yes
No
What was the intended objective of the business being owned by a Trust?
Are all of your children intended to receive the same inheritance?
Yes
No
Are all of your children intended to receive the inheritance on a similar timeline and with the same controls?
Yes
No
Would you like to leave business ownership to only certain children?
Yes
No
Would active children ultimately own voting control?
Yes
No
Do any of the following apply?
Children from Different Marriages
Which planning considerations apply?
Minor Children
Are any of the following planning considerations important?
Special Needs
Financial Independence
Government Benefits
Family Planning
Estate Planning
Business Active Children
Which best describes your situation?
Children InActive in the Business
What are your primary concerns?
Unequal Wealth
What best describes your situation?
Family Conflict
What best describes your situation?
Charitable Interest
Is charitable giving an important part of your long-term financial or estate plan?
Yes
No
Unsure
Personal Giving
Legacy
Tax Planning
Business
Retirement
Which best describes your current level of charitable giving?
Liquidity
If you passed away unexpectedly, which of the following concerns you?
Business Liquidity
Would your business require immediate cash if you were no longer involved?
What would that cash most likely be needed for?
Family Liquidity
If your family needed cash within 90 days of your death, where would it most likely come from?
Debt
Which obligations would continue if you passed away?
Forced Liquidation
If your family needed significant cash shortly after your death, which assets would they most likely need to sell?
Estate Settlement
Which of the following expenses do you believe your estate may need to address?
Business Continuation
Would your business continue operating if you passed away?
Estate Administration
Who would likely make financial decisions while your estate is being settled?

© 2025 by Gannon Wealth Security Partners

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