Evaluating Where You Are in Your Planning
Evaluation #1: I am totally familiar with our current financial situation, what our current “estate plan” does and my spouse and I are on exactly the same page regarding what it will do.
1…2…3…4…5…6…7…8…9…10
Evaluation #2: We have fully disclosed with our heirs all the details of our inheritance plans for them and as a family we are all in full support of the overall plan.
1…2…3…4…5…6…7…8…9…10
Evaluation #3: Our heirs are fully prepared spiritually, emotionally, and financially to receive the inheritance we have determined is appropriate for them. It will bless and not curse them.
1…2…3…4…5…6…7…8…9…10
Evaluation #4: Our heirs are fully prepared to continue on with our Kingdom giving legacy after we are gone.
1…2…3…4…5…6…7…8…9…10
Evaluation #5: We have created and implemented a $0 estate tax wealth distribution plan.
1…2…3…4…5…6…7…8…9…10
Evaluation #6: Our current plan provides for maximum Kingdom impact during our life time and after we eternally relocate.
1…2…3…4…5…6…7…8…9…10
Evaluation #7: Our advisors are both highly skilled at their professions as well as committed Christians who are counseling us with biblical wisdom within the context of a Christian worldview.
1…2…3…4…5…6…7…8…9…10
Evaluation #8: All our professional advisors work together as an efficient and unified planning team to achieve the best possible planning outcomes for us.
1…2…3…4…5…6…7…8…9…10
Evaluation #9: I have found my personal “Fire Within” and am fully utilizing my God-given passions and talents for a God-given purpose.
1…2…3…4…5…6…7…8…9…10
Evaluation #10: Acknowledging that God owns all we have, we have clearly established how much is enough of His wealth for us to consume annually on our lifestyle.
1…2…3…4…5…6…7…8…9…10
Total Number _________
Your Planning Evaluation
10 – 50 – You need to get serious about planning!
51 – 70 – You are like most affluent families. You have done some good planning, but a great deal of additional work still needs to be done.
71 – 85 – You are well on your way. Creative fine tuning will help maximize your planning outcomes.
86 – 100 – You should write a book and be leading private briefings. Great job!
