| | * What concerns do you have regarding protecting your income against loss due to an accident or illness? * Is your children's educational funding important to you? * Do you have a will? Have you selected a guardian for your children? * Have you drafted an advance directive (living will) regarding life support? Do you have powers of attorney for both health and financal issues? * What thoughts or feelings do you have about debt in general? * Is putting money aside on a regular basis for long-term savings important to you? Why? | * Are your assets titled correctly to reflect your objectives? * Is putting money aside on a regular basis for long-term savings important to you? Why? * Will your family be able to continue its current lifestyle with what you have now? * Are you satisfied with your previous investment experience? Why or why not? | * Should you begin making gifts during your lifetime? * How much money do you need for personal financial independence? * Do you know anyone who has needed extended care at home or in a long-term care facility? How has that affected you? * Do you anticipate any significant changes in your total income in the future (inheritance, bonus at work, etc.)? * Are you satisfied with your previous investment experience? Why or why not? * If you retired today, what lifestyle would you want? * Do you feel your current planning will allow you to achieve your goals? | * Do you want to give anything to charity? * How do you wish to be remembered? * Has your will and trust been updated or reviewed recently? * Will your estate have suffucient liquidity to pay all costs? * Do you have any special bequests for grandchildren? |