LFG Estate & Business Transition Solutions Check Up

1. Do you have a plan for your family and/or your business iif the unexpected happens to you?



2. Does that plan protect the financial independence of your family and/or business?



3. Does your plan allow you to transfer what you want to who you want, when you want?



4. Does your plan provide financial liquidity in the event of critical illness, disability and at retirement of you or a partner?



5. Have you done any planning relating to your social capital (charitable giving)?



6. Does your business have a plan to deal with the loss of a key person through death or disability?



7. Does your current collateral insurance provide for access to the capital dividend account?



8. Do you know how to sell your business to a third party and pay the least personal income taxes?



9. Do you know the best way to maximize the income stream generated by your retirement savings and/or ownership interest?



10. Do you know whether your personal or business assets will transfer to your family in the most tax effective manner?

If you answered "no" to even one of these questions...