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 1. Planned Giving
 2. 30-Second Quiz: What Do You Know About Your Estate?


30-SECOND QUIZ: WHAT DO YOU KNOW ABOUT YOUR ESTATE?



Select the best answer to complete the seven sentences below.


1. Estate planning is:

only for the rich.
vital for anyone who has assets.
required by law.


2. The first step of every estate plan is to:

prepare a personal inventory.
draft a will.
make a list of insurance policies.


3. Estate planning experts are also known as:

actuaries.
estate planning attorneys.
IRS agents.


4. One critical tool of estate planning is a:

durable power of attorney.
computer.
mutual fund.


5. Trusts are useful in:

replacing wills.
managing assets.
ensuring nothing is overlooked.


6. Good estate planning involves:

completion of an estate tax return.
owning sufficient assets.
financial management during your lifetime.


7. Experts say that the more modest your estate:

the greater the expenses.
the shorter the will.
the greater the need for careful disposition.







YOUR NEXT STEPS

If you have any questions on how you can take your estate planning knowledge to
the next level, simply contact Karim Merchant at 202-650-5365 or
kmerchant@cancersupportcommunity.org. We are happy to help, with no obligation.

Share this quiz on Facebook and see if you can beat your family and friends!





CONTACT US

Our planned giving team would be happy to speak with you in confidence, with no
obligation.

I Have a Question

Already included us in your estate plan?

Let Us Know

Federal tax ID number: 95-4163931

Information contained herein was accurate at the time of posting. The
information on this website is not intended as legal or tax advice. For such
advice, please consult an attorney or tax advisor. Figures cited in any examples
are for illustrative purposes only. References to tax rates include federal
taxes only and are subject to change. State law may further impact your
individual results. California residents: Annuities are subject to regulation by
the State of California. Payments under such agreements, however, are not
protected or otherwise guaranteed by any government agency or the California
Life and Health Insurance Guarantee Association. Oklahoma residents: A
charitable gift annuity is not regulated by the Oklahoma Insurance Department
and is not protected by a guaranty association affiliated with the Oklahoma
Insurance Department. South Dakota residents: Charitable gift annuities are not
regulated by and are not under the jurisdiction of the South Dakota Division of
Insurance.Privacy Policy | Cookie Policy

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THANK YOU FOR CONTACTING US

Someone from the Cancer Support Community will be in contact with you soon. If
you need to speak to us immediately, please call us at 202-650-5365.