Legacy Family Quiz

Quiz Questions

• 1.
  A plan to prepare my heirs:

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  • A.
    It is not my problem
  • B.
    My advisor's responsibility
  • C.
    My responsibility
• 2.
  My level of discussing death is:

  • A.
    Not at all
  • B.
    I will, but prefer not to
  • C.
    Very comfortable
• 3.
  My estate planning status is:

  • A.
    Someday I'll do it
  • B.
    Follow traditional advice
  • C.
    Legacy family plan in place
• 4.
  Has my family reviewed my estate plan?

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  • A.
    No
  • B.
    They are aware I have one but haven't seen it
  • C.
    Yes, the entire family has reviewed it
• 5.
  Control of my assets:

  • A.
    Belongs to me
  • B.
    It will transfer after I'm gone
  • C.
    It is controlled by my governance plan
• 6.
  At the end of my life, my financial plan is:

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  • A.
    To bounce my last check
  • B.
    Covered in my will
  • C.
    Detailed my my legacy family plan
• 7.
  My focus is upon:

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  • A.
    Today
  • B.
    My current heirs, children, and grandchildren
  • C.
    Unborn generations living 100 years from now
• 8.
  After my death, I hope my financial resources:

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  • A.
    Are a non-issue, I'm planning on breaking even
  • B.
    Help my heirs, but I won't be around if they don't
  • C.
    Are invested according to my legacy family plan
• 9.
  My financial goals are:

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  • A.
    To die at zero or bounce my last check
  • B.
    Based in hope that my heirs spend wisely
  • C.
    Known and already in use
• 10.
  How my heirs react to their inheritance is:

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  • A.
    Not my problem
  • B.
    My advisor's problem
  • C.
    Anticipated and planned for
• 11.
  My current advisors range from:

  • A.
    None to Financial Planner
  • B.
    Financial Planner, Attorney, CPA
  • C.
    Financial Planner, Attorney, CPA, Mentors & Legacy Family Plan Advisor
• 12.
  The social impact of my finances is: 

  • A.
    Not important
  • B.
    Important
  • C.
    Detailed in Stewardship Plan
• 13.
  In our family:

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  • A.
    Most everyone gets along
  • B.
    We enjoy holidays and special occasions
  • C.
    We meet regularly for fun and family meetings
• 14.
  My family members:

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  • A.
    Are on their own
  • B.
    Can count on me to bail them out if they get into trouble
  • C.
    Enjoy a self-sustaining lifestyle

Quiz Outcomes

• 1.
  You are an Avoider

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  Look in your inbox for what it means to be an Avoider and what should be your next steps
• 2.
  You are an Acceptor

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  Check your email for your results of being an Acceptor and what should be your next steps.
• 3.
  You are an Anticipator

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  Check your inbox for the results to being an Anticipator and what should be your next steps