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THE WORLD (AND LAW) HAVE CHANGED.
HAS YOUR ESTATE PLANNING KEPT UP?
A 10 POINT CHECKUP

1.

I can obtain health care information about my spouse soley because I am his or her spouse.

TRUE    FALSE

2.

I can generally simplify the administration of my living trust by amending it now.

TRUE    FALSE

3.

If I plan to die in 2010, I don't need to do any estate planning and my heirs won’t have to pay any estate tax.

TRUE    FALSE

4.

If I die in 2011, my heirs won’t have to pay any estate tax.

TRUE    FALSE

5.

If my living trust does not own my assets, my estate will have to be supervised by the probate court when I die.

TRUE    FALSE

6.

By assisting my elderly father to give his assets away in order to qualify him for Medi-Cal long-term nursing home care, I may have committed elder abuse.

TRUE    FALSE

7.

I may be kept alive artificially, forever, even though I am terminally ill.

TRUE    FALSE

8.

The person I named in my Advance Health Care Directive can overrule the desires of my spouse or children.

TRUE    FALSE

9.

I can register my Advance Health Care Directive with the California Secretary of State.

TRUE    FALSE

10.

My living trust will protect me and my assets from lawsuits.

TRUE    FALSE

11.

Assets I leave to a disabled beneficiary will disqualify him from receiving public assistance.

TRUE    FALSE