Other one time expenses (e.g. wedding, funeral) | ||
Expected number of years you intend to support dependents
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||
Expected average annual return on long term investments | 7% | |
Expected average inflation rate | 3% | |
Self purchased life insurance amount | ||
Employer provided life insurance amount | ||
Do you have long term disability ins.
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Yes: No: d | |
Do you have short term disability ins.
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Yes: No: d | |
Do you have an umbrella policy
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Yes: No: d | |
Do you have a Power of Attorney
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Yes: No: d | |
Do you have a revocable trust
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Yes: No: d | |
Do you have long term care insurance
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Yes: No: d | |
Do you have a Will
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Yes: No: d | |
Do you have a Living Will
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Yes: No: d |
d = default values