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Estate Planning Analysis Worksheet E-mail

 

Do you know what the short-term and long-term financial impact would be for the survivor if you or your spouse / partner were to die?Use this Estate Planning Analysis Worksheet to help you determine:the immediate cash requirements of the surviving spouse / partner,ongoing monthly income needs, and available assets.This Estate Planning Analysis Worksheet should be completed by both you and your spouse / partner. It is provided in MS Word format and can be easily downloaded and filled in, either on the computer or by hand.

 

 

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