Business, Estate, Nonprofit, and Tax Assessment Form
Your information is 100% confidential and private and will NOT be shared with anyone outside our firm. NO Attorney-Client relationship is formed by filling out this form and scheduling a call with our staff.
Your Name
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First Name
Last Name
Email
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example@example.com
Phone Number
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Please enter a valid phone number.
What city and state do you live in?
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Which of these best describe your martial status?
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Single - not married - no dependents
Married - without children
Married - with adult children
Married - with minor children
Divorced - with children
Divorced - without children
Common law / partner
Other
How many members are in your household?
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What was your total adjusted household income [AGI] from all sources (wages, business, investments) in 2024?
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Below $100,000 a year
$100,000 - $300,000
$300,000 - $600,000
$600,000 - $1 million
$1 million - $5 million
$5 million - $10 million
$10 million+ per year
What was your total household income from all sources (wages, business, investments) in 2024?
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How much taxes did you pay in 2024?
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if you have not filed yet - please state did not file.
Which of these "legal persons" (entities) do you currently use or leverage?
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Corporation (INC or LLC) - active business (goods or services sold)
Corporation (LLC) - home business for personal deductions
Partnership structures
Public nonprofit 501c3
Private foundation 501c3
Charitable trusts under 508 (Church/Ministry)
Trust - revocable or irrevocable grantor trust (you are the trustee)
Trust - non-grantor trust - you have given control to trustee(s) to manage
Will and power of attorney, etc.
Other
Which of these strategies are you interested in exploring?
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Liability reduction from lawsuits (business and/or personal)
Asset protection (personal residence and personal assets)
Asset protection (business assets and Intellectual property)
Asset protection (investments and income-producing assets)
Crytocurrency and other digital asset protection and liquidation
Wealth management strategies - holistic planning
Tax reduction - income tax, business taxes, compensation
Tax reduction - probate, estate taxes, gift tax, and transfer taxes
Increase anonymity & privacy in my financial holdings
Reducing capital gains taxes or other taxes from buying/selling assets
Ensuring that my beneficiaries are able to grow the trust fund & take over
Other
Which of these REVENUE STREAMS apply to you?
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Full-time employment (w2)
Part-time employment or 1099-contractor
Income from a business (LLC or partnership)
Income from investments
Income from IP and Royalties
Income from a trust (you are the beneficiary)
Other
Estate evaluation - (not a formal evaluation - just a guess)
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Estimated value
Who owns it?
EQUITY IN MAIN RESIDENCE
EQUITY IN INVESTMENT PROPERTY
LIQUID CASH IN THE BANK
JEWELRY, COLLECTIBLES, ETC.
STOCKS, INVESTMENTS, CRYPTO
VALUE OF PRIVATE STOCK IN LLC/INC
INHERITANCES, WILLS, ETC.
VALUE OF LIFE INSURANCE POLICIES
TOTAL VALUE OF ESTATE
Do you have an existing will, trust, or estate plan at the moment?
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Yes - we are set
No - we need to create one
Yes - but it needs to be updated
Not sure if I have one or not
Other
Are there are events that transpired in the last 6 months or that you expect will happen in the next 6-12 months that prompted you to act on these "business, estate, nonprofit, or tax" decisions right now? TIMING is everything when it comes to law and tax strategies, and we do NOT like surprises.
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Examples: Asset purchase, sales, M&A, exits, liquidations, reinvesting, birth, death, retirement, etc.
COMPLIANCE AND RISK - Do you believe you have a business, estate, nonprofit, or succession planning entity that may be out of compliance at the moment and may expose you to probate, inheritance, and estate taxation?
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YES
NO
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Yes
No
Thank you for filling out the assessment.
Please sign and submit below.
I acknowledge that there is no attorney-client privilege formed by filling out this form, scheduling a consultation, or sending documents until a formal engagement letter with Law and Tax Consulting has been signed by both parties.
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I agree
I declare that the above information is true to the best of my knowledge.
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