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Do you feel you have achieved financial security through retirement?
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Do you have any potential inheritances?
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How would you like to pass your estate?
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Do you plan to leave any portion of your estate to charity?
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Do you need to make any special financial provisions for any member of your family?
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Who?
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What are your plans to deal with Estate Taxes?
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What is your largest obstacle in achieving your goals?
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Are you willing to invest efforts/money if a plan serves to reduce/eliminate tax?
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Financial Risk Tolerance
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