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EPQ Test

What's Your EPQ (Estate Planning Quotient)?


1)    If you die without a will or living trust, who decides what happens to your money?

       a)  The U.S. government

       b)  Your state government

       c)  Your oldest relative


2)    A living trust can save estate taxes that a will cannot.

       a)  True

       b)  False


3)    Life insurance and retirement plans should be considered as part of your estate plan.

       a)  True

       b)  False


4)    Can Five Acres benefit from your good intentions if you die before making a will or living trust that includes Five Acres as a beneficiary?

       a)  Yes

       b)  No


For more information about planned giving, please contact Cynthia Nickell, at (626) 798-6793 or email her at: cnickell@5acres.org.  Results of the E.P.Q. test are:





1)    b.  State law determines who inherits through the law of intestacy.


2)    b.  False. Both a will and a living trust can save taxes.  A living trust also allows your estate to avoid probate, which can be costly. A living trust provides other benefits but not necessarily tax savings.


3)    a. True  These are ideal means for providing charitable gifts with significant tax savings.


4)    b.  No. That's why it's important to act on your intentions now.


A Century of Generosity

Jim Fullerton's Story:

“The last time I was at Five Acres I was in uniform.” Jim Fullerton was referring to his previous visit in 1946 to the campus his father helped build in 1925 on five acres of land in Altadena for The Boys’ and Girls’ Aid Society of Los Angeles County.  

That was in 1996, fifty years later, when Bob Ketch and Cathy Clement proposed to Jim that there was no more appropriate person to memorialize with the planned patio for children and families than his father, Robert Fullerton, Jr.  Soon thereafter Jim and his sister, Elizabeth Fullerton Simpson, decided to fund Fullerton Patio in their father’s memory.

“The three biggest things in his life were his family, the farm in Canada and Five Acres,” recalls Jim about his father’s decades-long commitment to what was then known as The Boys’ and Girls’ Aid Society.  “Every night at dinner I heard about The Boys’ and Girls’ Aid Society.  The people involved were the fathers and mothers of my friends who supported all the good organizations in Pasadena.”  Robert Fullerton was a member of the capital campaign committee in the 1920s and was board president from 1933 to 1947.

Jim and his wife Harriet have continued the Fullerton legacy of generosity to Five Acres which now spans nearly a century. They are generous annual donors, helped fund the reconstruction of one of the original buildings his father helped build and have recently donated to the new research and training center construction fund.  

Jim has come to recognize the power of sharing his enthusiasm for the charities near to his heart. “I used to think that giving anonymously was the way to go.  But now I believe you are not giving as much as you can if you don’t have your name attached.” Today’s children – and those for decades to come – who play near the plaque on the patio and pass the donor wall on their way to class in the Arts and Education Center will reap the benefits that the Fullertons’ generosity has made possible.

For information about ways to help Five Acres’ children and families in your estate plan, please contact Cynthia Nickell at (626) 798-6793 Ext. 2250 or email her.