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Action Guide: Reviewing What You Have

  • Deirdre R. Wheatley-Liss
Chapter

Abstract

If you’ve already invested in an estate plan and wonder if it’s working for you, or if you’re coming back a year or so later to review your goals and make sure your plan still fits, here are the questions you need to ask.

Keywords

Smoke Detector Dine Room Alternate Beneficiary Daylight Saving Retirement Account 
These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.

Copyright information

© Deirdre R. Wheatley-Liss 2013

Authors and Affiliations

  • Deirdre R. Wheatley-Liss
    • 1
  1. 1.NJUS

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