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Planning Now
Table of Contents

(as Adobe PDF documents)

Table of Contents
Opening pages
Section 1: Introduction to Futures Planning and Estate Planning 8
Section 2: Common Principles and Trends 15
Section 3: Government Financial and Health Care Benefits 20
Section 4: Decision-Making 26
Section 5: Wills and Letters of Intent 34
Section 6: Trusts 41
Section 7: Other Planning Considerations 49
Section 8: Financial Planning 55
Section 9: Services in Maryland 60
Section 10: Planning Checklist 69
Appendices
Appendix A: Glossary 74
Appendix B: State and National Resources 77
Appendix C: Pertinent Internet Sites 86
Appendix D: Other Reading 90
Appendix E: Planning Questions 94
Appendix F: Planning Question 96
Appendix G: Applicable Laws 97
Appendix H: How to Evaluate Your Supplemental Needs Trust 101
Appendix I: Important Documents and Information 103
Appendix J: Financial Statement worksheet 105
Appendix K: Income & Expenses (Cash Flow) worksheet 107
Appendix L: Questions to Ask a Financial Planner 109

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