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ESTATE PLANNING NEW CLIENT QUESTIONNAIRE Houghton Form

ESTATE PLANNING NEW CLIENT QUESTIONNAIRE Houghton Form

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four questions married couples must answer when they create their estate plan number one who do you want to leave the estate to after both of you pass away do you want to leave it equally to your children or in certain percentages do you want to leave certain assets to specific people and when you leave things to people do you want to leave it to them outright or in a trust due to their financial irresponsibility or you want to protect it from their past present or future divorces number two how do you want to leave things to your surviving spouse when one of you passes away do you want to leave your portion of the estate outright to your spouse so they can do what they want to with it including spend it or leave it to your children their children or their next spouse or do you want to leave your portion of the estate and Trust for your spouse so they can use it but when they later pass away the remaining assets revert back to your beneficiaries three who's going to handle all of this

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