honor roll of donors - The Marist Brothers
honor roll of donors - The Marist Brothers
honor roll of donors - The Marist Brothers
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A Test on Wills...<br />
1. I have a will.<br />
2.<br />
At a recent Planned Giving Seminar sponsored by the Archdiocese <strong>of</strong> Chicago the presenter started<br />
with a pop-quiz. I flunked, but found it worthy <strong>of</strong> repeating here. I hope you pass with flying colors!<br />
— Br. Hugh<br />
My immediate survivors know where to find my estate planning documents.<br />
3. My executor and alternate executor are still capable and qualified to serve.<br />
4. My guardian and alternate guardian are still capable and qualified to serve.<br />
5. My executor is knowledgeable in these matters and knows how to find the<br />
necessary information to settle my estate.<br />
6. My attorney has <strong>of</strong>fered to review my estate plan to ensure its compliance<br />
with the Economic Recovery Act <strong>of</strong> 1981 and all subsequent tax reform<br />
enactments.<br />
7. My survivors’ financial needs have been reviewed and appropriate steps<br />
have been taken to meet them.<br />
8. <strong>The</strong> financial benefits for any minor children named in my estate will be<br />
provided for in a trust.<br />
9. My survivors have been briefed regarding key people they could consult<br />
with in decision making situations.<br />
10. After my family needs have been met I have considered sharing my estate<br />
with charitable causes I believe in.<br />
Each “True” answer counts for 10 points. A score <strong>of</strong> 50 or more is a “pass.”<br />
TRUE FALSE<br />
2012 MARIST ANNUAL NEWSLETTER | 5