Estate Planning Quiz (Single)
Here is a simple Estate Planning Quiz. Answer 7 short questions below, then click "Show Me My Score" and see how you did. Explanations/suggestions for all answers will be displayed with results.
  1. Do you have a Will?
    Yes   No

  2. Do you hold some of your assets jointly with your kids (or someone else)?
    Yes   No

  3. If you have an IRA, a 401(k), a 403(b), or some other qualified retirement plan, do you know the critical difference between a beneficiary and a Designated Beneficiary under the IRS regulations?
    Yes   No

  4. After you're gone, have you left your estate to your children in equal shares?
    Yes   No

  5. If you have a life insurance policy on your life, do you own it yourself?
    Yes   No

  6. Do you have a validly executed General Durable Power of Attorney to protect you in case of incapacity?
    Yes   No

  7. Do you have a validly executed Advance Medical Directive appointing an agent to make health care decisions at times when you are unable to do so on your own behalf?
    No
    Yes - but it does not expressly authorize my agent to request a DNR order from my physician.
    Yes - and it does include provisions for a DNR order.