Previous Planning Has Been Done

[Kathleen Reynolds]

#3857

If your client has not already started planning, do not check this box, as you will want to illustrate even the basic things about estate planning. If your client has gone through some planning sessions already, click box next to “Has Planning Been Done Previously” so these techniques are reflected in the current plan. When this box is checked, the number of techniques shortens to those available for the asset.

For cases where there are previous gifts and/or bequests to someone other than a surviving spouse, select the technique Previous Planning.

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