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Put the Following Steps of the Estate Planning Process in Order

Question 171

Short Answer

Put the following steps of the estate planning process in order:
A) Assess your family situation and set estate planning goals
B) Formulate and implement your plan
C) Gather comprehensive and accurate data
D) Designate beneficiaries of your estate's assets
E) List all assets and determine value of your estate
F) Estimate estate transfer costs
G) Review the plan periodically and revise as necessary

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