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FINANCIAL PLANNING

PERSONAL ESTATE PLANNING ANALYSIS

Is your estate planning what it should be?
Good estate planning is 75% lifetime-related and 25% death-related. This simple test will determine if your estate planning is taking maximum advantage of the tax laws.

Take our Personal Estate Planning Analysis Questionnaire.

INSTRUCTIONS:

1. Click Here for a printable version
2. Print out the test, then check YES where appropriate
3. Add up points for “YES” answers; and
4. Click on the Answer Key for your score

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