Share your perspective on
inheritance and legacy planning

We’re conducting a short confidential research study to better understand how retirees approach legacy decisions. This is not a sales offer and no products will be pitched.

$300 Honorarium Eligible completed responses

~3 Minutes Short opinion survey

Confidential Aggregated research only

Eligibility Result

You are eligible for a $300 honorarium for a short opinion survey Estimated time: ~3 minutes. Professional insights on legacy planning are highly valued.

Honorarium is available for eligible completed responses. Payout instructions are provided via a secure method.

Short Survey

Estate • Liquidity • Insurance • Cross-Border • Advisor Experience

These questions focus on real decision-making and trade-offs in legacy planning. Please answer as precisely as you’re comfortable with.

1) What is your current estate/legacy planning status? 2) Which structures are currently used (or seriously considered)? 3) What is the #1 risk you want your plan to reduce? 4) Liquidity planning: how would your heirs cover taxes/expenses quickly if needed? 5) Insurance in legacy planning: what role does it play (if any)? 6) Long-term care / incapacity: which approach best matches your plan? 7) How often do you review and update beneficiary designations & key documents? 8) If you have a business or concentrated assets, what is your succession approach? 9) Cross-border complexity: do you have assets, family, or residency ties in more than one country? 10) In your experience, what is the most “expensive mistake” people make in legacy planning?

A Small Thank You for Your Time

Your thoughtful participation is greatly appreciated. $300 honorarium will be provided via a secure process instantly

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Share your perspective oninheritance and legacy planning

Eligibility Result

Short Survey

A Small Thank You for Your Time

Share your perspective on
inheritance and legacy planning