Trustee Values Questionnaire

Please select the honest responses that best suit your own values with regard to each question (More than one answer may apply to certain questions).

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1. If your child was looking to buy a house, you would say:

   a. You should save money for the down payment and get a mortgageb. I will gift you the down payment and you can get a mortgagec. I will lend you the money to buy the house with interestd. I will gift you all the money to buy the house you wante. I will help you secure a loan or explore other financing options but not directly fund the purchase

2. If your adult child decided they didn’t want to work anymore or earn their own living (not including for a medical or psychological reason) and asked you to support them, you would:

   a. Embrace their freedom of choice and assist them in any way you can and pay their reasonable billsb. Tell them you are disappointed in their choices, and you would help them only in emergenciesc. Pay for them rent support and maintenance to figure out a way pay their own billsd. Tell them to go back to worke. Offer temporary support but insist on a plan to regain financial independence

3. Regarding your child's use of credit cards and debt, you would:

   a. Encourage avoiding debt entirely (other than a mortgage)b. Suggest responsible use of credit and not pay off any credit card debtc. Allow them free credit use and bail them out if they cannot pay it; but just one timed. Pay for multiple credit bailouts/any as requestede. Only pay for debt if you can monitor credit card use after first bailout

4. If your child wants to start their own business, you would:

   a. Fully financially support themb. Offer only start-up funds, providing there is a formal written business plan and suggest careful planningc. Not take financial risks with your funds for a child’s businessd. Not support them financially at all on this since they have to “want it enough” to figure it out on their owne. Pay for research and to find resources to learn about entrepreneurship

5. If your child is getting married, you would:

   a. Pay all wedding costs regardless of amountb. Only pay average cost for wedding in the geographic areac. Pay for a destination wedding, including abroad including pay travel/lodging for guestsd. Make a monetary gift towards a wedding and nothing moree. Not pay for wedding costs at all