![]() ![]() Can you please share some information about your spouse, children, grandchildren, and other heirs or dependents? We'd like to know if there are any special needs or unique circumstances we should consider while planning your estate. “Next, we'll need to understand your family situation, as it plays a critical role in your estate planning. This section may be less relevant for clients without any immediate family members or dependents and do not anticipate having any in the future. This section is relevant for clients who have a spouse, children, grandchildren, other heirs, or dependents, either currently or potentially in the future. This section will guide you on gathering essential information about the client's family situation to ensure their estate plan is tailored to their unique circumstances. From spouses to children, grandchildren, and other dependents, each family member may play a role in shaping the client's estate planning decisions. Do you have an emergency fund in place?”Įvery family is different, and understanding the nuances of your client's family dynamics is vital in creating an effective estate plan.Are you expecting any significant changes to your income or expenses in the near future?.Have you recently experienced any significant financial changes or windfalls?.Are any of your assets considered high-risk or illiquid?. ![]()
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