Money Management Skills



you—he or she can look at your medical record and choose which

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% The second document is a living will, which provides instructions

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accounts while you are sick, applying for insurance, and making

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challenging, but you do it to make it easier for loved ones not to

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Clifford, Estate Planning Basics

Dalton, Estate Planning for Financial Planners

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   arguments for and against the estate tax, and explain how the existence
   of estate taxes affects life cycle savings and spending decisions for
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Questions to Consider

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