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Tasha and Marleen meet with the Bells' financial advisor to get a better understanding of Marleen's estate and financial planning. Marleen has recently updated her
Tasha and Marleen meet with the Bells' financial advisor to get a better understanding of Marleen's estate and financial planning. Marleen has recently updated her will but Tasha fears there may be gaps in her mother's planning. In light of Marleen's poor health, which of the following estate planning devices should Marleen include in her overall estate planning?
A Springing durable power of attorney for health care
B Advance medical directive
C Special needs trust for Payton
D QDOT
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