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MAXIMUM Generosity
Brian Kluth
5201 Pinon Valley
Colo Springs, CO 80919
Cell: 719-930-4000 Email:
bk@kluth.org
Web: www.kluth.org
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| Yes | No | Unsure | # | Questions | | £ | £ | £ | 1 | Do you have a will? | | £ | £ | £ | 2 | If you do have a will, has it been updated in the last five years? | | £ | £ | £ | 3 | Do your current documents provide the amount that you will want your children to receive? | | £ | £ | £ | 4 | Will your children be able to handle the form and amount of assets that they will receive? | | £ | £ | £ | 5 | Should your assets be left equally to your children? | | £ | £ | £ | 6 | Have you included charitable organizations in your estate distribution plan? | | £ | £ | £ | 7 | Have you analyzed your life insurance to ensure that it coordinates with your estate plan? | | £ | £ | £ | 8 | Are you taking advantage of estate tax planning techniques available to you under current law to minimize your potential estate taxes? | | £ | £ | £ | 9 | Can you explain your current estate plan to your spouse and/or family? | | £ | £ | £ | 10 | Have you ever seen on paper a "picture" of your estate plan? | | £ | £ | £ | 11 | Have you ever held a family conference to discuss your estate planning goals and issues with your children? | | £ | £ | £ | 12 | Are you confident you have implemented the best estate and financial planning techniques to accomplish your goals? | | £ | £ | £ | 13 | Have you carefully considered the impact your estate plan will have on future generations? | | £ | £ | £ | 14 | Do your executor, trustee, and guardian have the same value system as you and your family? | | | 15 | If you own your own business: | | £ | £ | £ | A | Have you planned so your heirs will receive the appropriate value as it passes through your estate? | | £ | £ | £ | B | Do any existing buy-out agreements integrate with your estate plan? | | £ | £ | £ | C | Have you developed a business succession plan? |
How did you do? If the boxes you checked in the "No" and "Don't Know" categories are a source of concern for you, we encourage you to seek financial counsel from our qualified professionals. They can provide an organized approach to answering these and other questions you may have regarding your financial future. Information about the firm that provided this information:
Since 1979, Ronald Blue & Co. has been providing financial counsel from a Biblical perspective. We offer comprehensive financial planning which includes: investment counsel, estate and retirement planning, tax and business services, and assistance with charitable giving planning. We provide counsel that is independent and objective, on a fee-only basis, to both organizations and individual clients nationwide. Source: © John Planner, CFP. 1100 Johnson Ferry Road, Atlanta, GA 01776 Ph: 255-444-7898 Fax: 225-445-8899
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