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Boopsie is married to Joe. Joe has a 5 year old child named Jenny from a prior relationship. Boopsie has not formally adopted Jenny although

Boopsie is married to Joe. Joe has a 5 year old child named Jenny from a prior relationship.

Boopsie has not formally adopted Jenny although she loves Jenny as if she were her own. Boopsie

does not have any biological children. Assets owned by Boopsie and Joe include a checking account

in Boopsie's name, a checking account in Joe's name, a joint savings account (with rights of

survivorship), and a home in Joe's name (Boopsie is a successful professional that would like to

shield the home from any malpractice claim).

Question: Which of the following estate planning documents do you recommend, if any, that Boopsie

and/or Joe execute? Explain your answer and include why you feel that any documents should be

executed and why you feel any documents should not be executed.

1. Will

2. Living Trust

3. General Durable (Financial) Power of Attorney

4. Living Will

5. Health Care Power of Attorney

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