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by tangentstar
754 days ago
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1. Advance medical directive 2. Plan for guardianship/conservator ship as appropriate 3. House owned by joint tenancy w/ right of survivorship or jusrisdiction’s equivalent 4. Transfer on death / payable on death beneficiary for bank/equity accounts 5. Trust 6. Will that dumps anything unconsidered by the above into the trust If any of that doesn’t immediately make sense, go see an estate attorney. A wise investment for anyone who will die. |
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