Wealth and Estate Planning

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Please check the box for yes, or leave empty for no:

  • Do I have an up-to-date will and power of attorney?
  • Have I thought about who will manage my finances if I become incapable?
  • Is my family aware of my financial wishes and opinions as to avoid future conflict?
  • If something happens to me, is my family protected?
  • Have I met with an Investment Advisor to understand what options are available to me and my family?

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