FREE Estate Planning Kit

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Carolyn Swanson
Phone: 714-992-3033
Fax: 714-364-7750
1440 N. Harbor Blvd.,
Suite 200
Fullerton, CA 92835

Planned Giving

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Is Your House in Order?

Test yourself on the finer points of planning your estate, investing with your values and leaving an inheritance for those you love.

  • 1. Estate planning is
  • A. Only for the rich
  • B. Vital for anyone who has assets
  • C. Required by law

  • 2. The first step of every estate plan is the
  • A. Preparation of a personal inventory
  • B. Drafting of a will
  • C. Listing of insurance policies

  • 3. Gift planning experts include
  • A. Actuaries
  • B. Charity's development staff
  • C. IRS agents

  • 4. One tool of estate planning is a
  • A. Buy-sell agreement
  • B. Computer
  • C. Mutual fund

  • 5. Trusts are useful in
  • A. Replacing the need for a will
  • B. Managing assets
  • C. Ensuring nothing in your estate is overlooked

  • 6. Good estate planning involves
  • A. Completion of an estate tax return
  • B. Owning sufficient assets
  • C. Financial management during your lifetime

  • 7. Some say that the more modest the estate
  • A. The greater the expenses
  • B. The shorter the will
  • C. The greater the need for careful disposition

  • 8. To shape the future for yourself and others
  • A. Sell everything now
  • B. Consider a life income plan
  • C. Hold all assets jointly

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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