EXECUTIVE QUIZ

Employee Surveys Yes
5 pts.		 Unsure
3 pts.		 No
1 pt.
Have you safeguarded your assets against a costly estate settlement?
Have the appropriate people been named to administer the estate?
Have you named your beneficiary the executor of the estate?
Is the named executor knowledgeable about estate execution?
Do you review and update your will after significant life events and law changes like marriage, birth of a child, or major tax law changes?
If you own a business, how have you provided for the transfer of your business in the event of your death?
Do you have jointly held property? If so, is the asset document structured to maximize the best tax advantages available to you?
32-35 - Exceptional
29-31- There may be some issues you need to focus on, but there is not an emergency
26-28 - Several Compliance areas need development
Below-25 - Alert! You have several areas of liability

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