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Maurice Offit

Maruice Offit
301.575.0308
moffit@offitkurman.com

There’s only one way to know
- take the quiz set forth below!

Are your affairs in order?  If you’re not sure, take the quiz set forth below which was prepared by Maurice Offit.  Maurice is an estate planning attorney and a member of Offit Kurman’s estate planning department.

1. Do you have a Will?

a. Yes
b. No

2. Do you know what your Will indicates?

a. Yes
b. No

3. Do you know where the original of your Will is kept?

a. Yes
b. No

4. Was your Will signed within the last five years?

a. Yes
b. No

5. Do you have a general power of attorney and an advance medical directive?
a. Yes
b. No


6. If the answer to question 5 is “yes,” do you know who you designated to make financial and medical decisions on your behalf?

a. Yes
b. No

7. Have you provided a copy of your advance medical directive to your primary care physician?

a. Yes

b. No

8. Do you know who the primary beneficiary is of your life insurance policies and retirement plan accounts?

a. Yes
b. No


9. Did you name a secondary beneficiary of your life insurance policies and retirement plan accounts (in case the primary beneficiary fails to survive you)?

a. Yes
b. No

10. Do you know if any estate or inheritance taxes will be due as a result of your death?

a. Yes
b. No

 

For each question that you answered “yes,” give yourself a point. If you got at least nine points, give yourself a pat on the back.

If you got less than nine points, please fill in the information set forth below and we’ll send you an estate planning questionnaire for you to complete and return to us.  Once we receive the completed questionnaire from you, Maurice will contact you.  

Need An Estate Planning Questionnaire?

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