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CLIENT SURVEY:
Estate Planning & Trust Services
Today's Date:
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Are you a current client?
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First name
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Last name
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Company/Organization name
Email
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Phone number
Do you currently have an estate plan that includes an up-to-date will and trust document?
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Do you have an estate that is less than $10mm and want to minimize the financial and tax burden to your heirs after you die?
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No
Are you concerned about the rising tax rates on your assets?
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Are you concerned about the impact your small business will have on your estate plan?
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No
Are you an executor or trustee?
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Are you aware there are potential income tax and estate tax filing obligations for an estate and/or trust?
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Porte Brown provides a wide range of estate planning services, please select the services you are most interested in?
Living Wills & Trusts
Trust Planning
Gift Tax Planning
Charitable Trusts
Residence Trusts
Grantor Trusts
Inheritance Tax Planning
Exit Planning
Probate-Avoidance Strategies
Asset Preservation
Generation Skipping Strategies
Gift & Estate Tax-Related Compliance
Other
Comments & Questions:
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