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Does my Will distribute my assets to my spouse and
children in the manner which I intend?
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Is there a coordination of benefits between my
retirement plan, my life insurance, any annuities I may own and my Will?
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Do I understand the duties of my executor, my
trustee, my healthcare representative and my agent under my power of attorney
and have I made good selections?
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Do I want to disinherit anyone?
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Have I made provisions for my grandchildren?
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Is my estate, when combined with my spouse's
estate, including all real estate investments, life insurance and retirement
plans exceed $1,000,000?
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Should a living trust be considered?
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Should a disclaimer trust be considered?
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Are my children mature enough to handle the assets
I expect to leave them if I die prematurely?
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Have a made adequate provisions to protect my
children of a prior marriage?