Main Office:

1755 South Naperville Road
Wheaton, Illinois 60187
Fax: 630-221-1756
Telephone: 630-221-1755

EMAIL: firm@huckbouma.com

ESTATE PLANNING TEST

1.	Do you have a Will or Revocable Living Trust?	Yes	No
2.	Did you know it can be a mistake to name your spouse or children as beneficiaries of your insurance policies, IRA's or 401(k)'s?	Yes	No
3.	Do you know who will pay your estate tax liability?	Yes	No
4.	Did you know your executor and trustee has personal liability?	Yes	No
5.	Should minor children and/or grandchildren receive an inheritance outright?	Yes	No
6.	Do you know if your assets are properly titled (i.e. in your Revocable Living Trust)?	Yes	No
7.	Did you know qualified plans (IRA's, 401(k), SEP's, etc.) are subject to both income taxes and estate taxes?	Yes	No
8.	Do you have a succession plan for your business designed to reduce estate taxes as well as income taxes?	Yes	No

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