Do you or your spouse collectively have more than $500,000 in retirement accounts (IRAs, 401Ks, 4036s, etc.)? (required)
Are you concerned about your beneficiaries paying more in income taxes than they have to? (required)
Are you concerned about whether your heirs would waste their inheritance? (required)
Are you concerned about your heirs being chased by creditors or losing the money you leave them on a lawsuit? (required)
Would you be open to protecting the money you leave your heirs from creditors, bankruptcy, lawsuits, divorcing spouses, or a Medicaid spend down? (required)
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Your Phone Number: 123-456-7890 (required)
Would you like someone from Jeff's office to call you directly? (required) YesNo
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