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Patrick Speaks

Oct 22, 2021

  • Do you AND your spouse have a budget that details all of your income and expenses?
    • How will these change upon the passing of your spouse?
  • Are all of your legal documents up to date?
  • When does life insurance make sense to consider?
  • How can you qualify for state or federal assistance with any care needed?
    • What about gifting?
  • How does the death of a spouse who owned a business play into these considerations?