ZULICK LAW LLC Family Law - Estates and Trusts

practicing in Bucks, Chester, Delaware, Montgomery and Philadelphia Counties, PA.

The Rectory at St. John’s
27 East Airy Street
Norristown, PA 19401
610-279-1010
fax 610-279-4607

Estate Planning Quiz
Are you coonfident that your estate plan is in order? Take this quiz and find out how prepared you are.

1. Mr. and Mrs. Smith would like to leave everything to each other so they don’t need a will.

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2. Mrs. Williams has three children. She has a close relationship with two of the three children. She can divide her estate equally between the two children she likes and leave nothing to the third child.

3. Mrs. Hunt is widowed and has one daughter. She does not need a will because she put her house and all her accounts in joint name with her daughter.

4. Mr. and Mrs. Jackson do not need wills drawn because Mr. Jackson had a will drawn when he was in the Army during the Korean War.

5. Mrs. Washington is pleased that she has a living trust because when she dies, no one will see her personal business as they would if she had a will.

6. Mrs. Jordan is also pleased that she has a living trust; because she believes that having the trust means that no tax will be due when she dies.

7. Mr. Peabody believes that he doesn’t need a will because his only asset is his pension plan, which he left to his son.

8. Mr. and Mrs. Sloan signed a prenuptial agreement when they married. The agreement has provisions for the disposition of their property when they die. Therefore, they don’t need wills.

9. Mr. Miller thinks that he doesn’t need a will because he owns nothing and has no living relatives.

10.Mrs. Dunbar lives half the time in Pennsylvania and half the time in a foreign country, so she needs two wills, one for each country.

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ZULICK LAW LLC
The Rectory at St. John’s
27 East Airy Street
Norristown, PA 19401
610-279-1010
fax 610-279-4607
info@zulicklaw.com

 

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Zulick Law LLC practices family law, estate planning and trusts in Bucks, Chester, Delaware, Montgomery and Philadelphia Counties, PA. We want you to call us first when you have a need for family law, estate planning and trusts in Montgomery County, PA.