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You have the following Estate Planning recommendations. Which of these recommendations will reduce the amount of assets going through probate? A. Title checking/savings accounts with
You have the following Estate Planning recommendations. Which of these recommendations will reduce the amount of assets going through probate?
A. Title checking/savings accounts with POD designations
B. Create a Revocable trust and title the home in the name of the trust.
C. Execute Wills listing guardians
D. Execute Durable powers of attorney for Healthcare
E. Execute Living Wills
F. Execute Springing Powers of Attorney for Property
A, B, D, E,
A, B
All of the above
None of the above
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