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Estate Planning Questionnaire

Have You Considered Special Circumstances That May Apply To Your Estate Plan?

  • 1. Grandchildren

  • 2. Gifts/Loans to Children

  • 3. Blended Families

  • 4. Disability

  • 5. Problem Heirs

  • 6. Problem Sons- and Daughters-in-Law

  • 7. Business Ownership

  • 8. Charities

  • 9. Tax Considerations

  • 10. Beneficiary Designations