Ronald Lyster -- Lyster, Inc. Passages Estate Planning Newsletter Self-Quiz

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Note: Nothing in this publication is intended or written to be used, and cannot be used by any person for the purpose of avoiding tax penalties regarding any transactions or matters addressed herein. You should always seek advice from independent tax advisors regarding the same. [See IRS Circular 230.]

Ask Yourself

These Questions Regarding
"Adult Education"

I have legally appointed the agents and fiduciaries of my own choosing to make my personal, health care and financial decisions if I ever become incapacitated.
Yes.
No.

I understand that, despite the images of youthful immortality portrayed by the advertising and entertainment industries, many young adults die every day.
Yes.
No.

I understand that the best time to secure a permanent life insurance policy is at the earliest insurable age and that any delay increases the risk of becoming rated or uninsurable due to health and lifestyle changes.
Yes.
No.

I understand that permanent life insurance can provide living benefits through the equity within the policy contract in the form of future withdrawals or loans.
Yes.
No.

I have or will obtain a permanent life insurance policy for the future financial security of any loved ones who are my dependents at the time of my death.
Yes.
No.

If you are not satisfied with any of your answers, it may be time to schedule an appointment with your attorney to review your legal planning. If you would like to meet with us, please call the office at (310) 557-8814 to schedule an appointment.

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