Legacy Family Quiz
Legacy Family Quiz
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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