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Evaluate an Integrated Estate Plan
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DSST
DSSTPF.300 Evaluate an Integrated Estate Plan
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Renee promised her daughter payment for years of caregiving but never wrote the promise in a contract, will, or trust. Her other children expect equal shares. Renee's goal is to prevent a dispute. What is the main gap?
A
The daughter kept some calendars of appointments.
B
The other children live in nearby towns.
C
The caregiving compensation promise is undocumented in the estate plan.
D
Renee's bank statements show grocery purchases.
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