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20
Questions
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1
Full Name
*
This field is required.
First Name
Last Name
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2
Partner's Name (if applicable)
First Name
Last Name
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3
Email
*
This field is required.
example@example.com
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4
Phone Number
*
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Please enter a valid phone number.
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5
What state do you live in? If multiple states, where do you file taxes?
*
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6
Which of these entities do you leverage at the moment?
*
This field is required.
Incorporation or LLC - Taxed as C Corp
Incorporation or LLC - Taxed as S Corp
Multi-Member LLC or INC
Specialized partnerships
Revocable trust
Will or Pour-over Will
A Form of Irrevocable trust
Nonprofit Organization
Private Foundation
Offshore Trusts
Other
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7
Total Monthly Income From All Sources
*
This field is required.
The annual AGI (taxable income should be roughly 12x the monthly income)
Under $10,000 a month
$10,000 - $30,000
$30,000 - $100,000
$100,000 - $500,000
$500,000 - $1 million
$1 million+ a month
Other
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8
Total Personal Expenses Per Month
*
This field is required.
Housing, Utilities, insurance, grocery, living, education, kids, travel, entertainment, etc.
Under $5,000 a month
$5,000 - $15,000 a month
$15,000 - $30,000 a month
$30,000 - $75,000 a month
$75,000 - $150,000 a month
$150,000+ a month
Other
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9
Total Taxes Paid or Owed In 2023? [Taxable On 1040 Filing]
*
This field is required.
Total Due After All Deductions, etc.
Under $20,000
$20,000 - $50,000
$50,000 - $100,000
$100,000 - $400,000
$400,000 - $1 million
Over $1 million
Other
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10
How familiar are you with tax laws, legal entity compliance, estate planning laws, and portfolio restructuring matters?
I am a lawyer or CPA and very familiar with these matters
I am a financial advisor or insurance agent and very familiar
I am lawyer, CPA, financial advisor, insurance agent, or realtor and NOT familiar with these topics
I have taken many courses and trainings on these topics
I have taken less than 3 courses or trainings on these topics
I have no formal education but have spent a lot of "internet research" hours
I have no interest in learning these topics and do not want to learn them
I have no knowledge but am interested in learning these topics
Other
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11
Please enter the value of the assets below (Fill all relevant fields)
*
This field is required.
FMV
Name on title
Primary home equity
Row 0, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 0, Column 1
Total cash and savings
Row 1, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 1, Column 1
Retirement funds (pre-tax)
Row 2, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 2, Column 1
Retirement funds (post-tax)
Row 3, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 3, Column 1
Stocks, bonds, mutual funds, options, etc.
Row 4, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 4, Column 1
Investment real estate
Row 5, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 5, Column 1
Crypto, NFT, or similar assets
Row 6, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 6, Column 1
Insurance policies (WL, IUL, Term, Other)
Row 7, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 7, Column 1
Alternative investments: oil & gas, funds, etc.
Row 8, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 8, Column 1
Total value of your business (IP + Insurance)
Row 9, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 9, Column 1
Vehicles, jets, automobiles, etc.
Row 10, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 10, Column 1
Art, Collectibles, inheritances, etc.
Row 11, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 11, Column 1
All other assets not included above
Row 12, Column 0
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 12, Column 1
Primary home equity
Total cash and savings
Retirement funds (pre-tax)
Retirement funds (post-tax)
Stocks, bonds, mutual funds, options, etc.
Investment real estate
Crypto, NFT, or similar assets
Insurance policies (WL, IUL, Term, Other)
Alternative investments: oil & gas, funds, etc.
Total value of your business (IP + Insurance)
Vehicles, jets, automobiles, etc.
Art, Collectibles, inheritances, etc.
All other assets not included above
FMV
Row 0, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 0, Column 1
FMV
Row 1, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 1, Column 1
FMV
Row 2, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 2, Column 1
FMV
Row 3, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 3, Column 1
FMV
Row 4, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 4, Column 1
FMV
Row 5, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 5, Column 1
FMV
Row 6, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 6, Column 1
FMV
Row 7, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 7, Column 1
FMV
Row 8, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 8, Column 1
FMV
Row 9, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 9, Column 1
FMV
Row 10, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 10, Column 1
FMV
Row 11, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 11, Column 1
FMV
Row 12, Column 0
Name on title
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Clients (Husband and/or Wife)
Clients + Parents Or Siblings
Clients + Kids or Grandkids
Clients + Business partners or investors
LLC or INC (C and S Corp)
Revocable trust
Irrevocable trust
Foundation or nonprofit
Other
Row 12, Column 1
1
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12
Have you made any GIFTS or DONATIONS over $30,000 to another individual or irrevocable trust over the last few years?
*
This field is required.
Gifted assets or cash to individuals (family or non-family) - filed gift tax forms
Gifted assets or cash to an irrevocable trust - filed gift tax forms
Donated assets or cash to a nonprofit, DAF, or foundation - filed donation forms
Made gifts and donations but did not file any specific gift tax or donation forms
I don't know what the gift taxes mean
Other
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13
Who are the parties involved in financial, legal, and tax decision-making? (Select all that apply)
*
This field is required.
I make all the decisions myself
Me + Partner
Me + Parents
Me + Siblings
Me + Son/Daughter
Me + Grandson or Grand-daughter
Me + Business partners
Me + Friend Or Family Member
Me + Financial or Insurance Advisor
Me + Accountant
Me + Estate or business Lawyer
Me + Tax Lawyer or Stratist
Me + Board of advisors/Trustees/Professionals
None of the above
A combination of all or some of the above
Other
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14
On A Scale Of 1 - 5, How Important is TAX REDUCTION For You and Your Family?
*
This field is required.
1
2
3
4
5
Not that important
Super Important (Urgent Need)
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15
On A Scale Of 1 - 5, How Important is RISK MITIGATION For You and Your Family?
*
This field is required.
1
2
3
4
5
Not that important
Super Important (Urgent Need)
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16
On A Scale Of 1 - 5, How Important is ASSET & ESTATE PRIVACY For You and Your Family?
*
This field is required.
1
2
3
4
5
Not that important
We want to be as private as possible
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17
On A Scale Of 1 - 5, How Important is AVOIDING COURT INTERVENTION After Death For You and Your Family?
*
This field is required.
1
2
3
4
5
We want court involvement
We want minimal court involvement
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18
Which of these advisors and experts have you used in the past OR are you currently working with that have structured or contributed to your current asset portfolio?
*
This field is required.
Select all that apply
Business and corporate lawyers
IP, and M&A Lawyers
Accountants and Bookkeepers
Financial advisors , bankers, and brokers
Insurance agents and advisors
Real estate agents
Marketing agencies & consultants
Business consultants and advisors
Fractional CFO, CLO, CEO, etc.
Other
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19
Which of these life-events do you foresee happening in the next few years:
*
This field is required.
Select all that apply
Buying or selling my main home
Buying, selling, or withdrawing retirement funds (pre-tax funds)
Buying, selling, or withdrawing ROTH IRA (post-tax funds)
Investment real estate: buying, selling, transferring, gifting, donating, etc.
Stock: buying, selling, transferring, gifting, donating, etc.
Investments bonds, mutual funds, investments, etc.
Family business: buying, selling, successions and transfers, gifting, donating, etc.
Life insurance: purchase, gifting, transfer, loans, infinite banking, etc.
Life events: birth, divorce, marriage, etc.
Death events: death, probate, business succession, asset transfer, etc.
Other
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20
Are there any specific questions or concerns or transactions that you'd like to discuss in more depth?
*
This field is required.
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