Jacksonville Florida Attorneys - Dale, Bald, Showalter, Mercier & Green estate planning

<Jacksonville Florida Attorneys - Dale, Bald, Showalter, Mercier & Green estate planning - wills

Florida Attorneys - Dale, Bald, Showalter, Mercier & Green - Jacksonville Florida Attorneys

Request for Estate Planning Assistance

Please provide us with the information below and we will contact you with an appointment date. If you prefer, you may download our more detailed Estate Planning Questionaire to complete and bring with you to your scheduled appointment.

Your Name

E-mail Address

Contact Phone

Contact Method

How would you prefer that we contact you?

Marital Status

Are you married?

Yes

Age Group

Which category of age group are you?

Under 40	Between 40-60
Between 61-70	71 or older

Which category of age group is your spouse, if applicable?

Under 40	Between 40-60
Between 61-70	71 or older

Trust Issues

Are there any persons you may want to benefit yet are concerned he or she cannot handle the money in their present life situation?

Yes

If you answered yes to the above question, would you want to place that beneficiary's share in a trust, either for his or her lifetime, or the lifetime of his or her children, to avoid those problems listed in the question above?

Yes

Would this be of more interest to you if you knew that you could avoid a large part of the estate taxes on the next generation and the generation after them?

Yes

Regardless of your answers to the previous three questions, is there a certain age you want your beneficiaries to attain before inheriting your estate?

Yes

If you have children, are they minors?

Yes

Do you have any beneficiaries that have special educational, emotional, medical, or physical needs?

Yes

Citizenship

Are you a citizen?

Yes

If married, is your spouse a citizen?

Yes

Previous Marriage

Have you been married previously?

Yes

Retirement Plans

Do you have any qualified retirement plans?

Yes

Comments

Please enter any notes, questions, or other comments below:

Dale, Bald, Showalter, Mercier & Green, P.A. 200 West Forsyth Street, Suite 1100 Jacksonville, Florida 32202-4308		Phone: 904-355-1155 or 1-800-968-7901 Fax: (904) 355-1520 Email: DBSMFLA@DALEBALD.COM
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