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Note: Nothing in this publication is intended or written to be used, and cannot be used by any person for the purpose of avoiding tax penalties regarding any transactions or matters addressed herein. You should always seek advice from independent tax advisors regarding the same. [See IRS Circular 230.]

Content: Copyright © 2006 Integrity Marketing Solutions

Ask Yourself 

These Questions Regarding
"Family Matters"

I have made proper legal plans to appoint the persons I know and trust to make my personal, health care and financial decisions should I ever become incapacitated.
Yes.
No.

I have made proper legal plans to appoint the persons I know and trust to carry out my wishes upon my death.
Yes.
No.

I have made proper legal plans to appoint the persons I know and trust to rear my minor children to adulthood with my shared core beliefs and values.
Yes.
No.

I have made proper legal plans to appoint the persons and/or institutions I know and trust to oversee any inheritance I may leave to my heirs, without subjecting such inheritance to the squandering, divorces, lawsuits and bankruptcies of my heirs.
Yes.
No.

If you are not satisfied with any of your answers, it may be time to schedule an appointment with your attorney to review your legal planning. If you would like to meet with us, please call the office at (310) 557-8814 to schedule an appointment.

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