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Neptune Legal: Estate Planning - Last Round Interview
Hello - as the last round in our interview process. Please provide responses to these 3 questions. Once you are completed, our team will let you know by Feb 12th if you will be onbaording with us.
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One spouse has two kids from a prior marriage. They want to make sure those kids eventually inherit, but also protect the surviving spouse. How would you approach this situation?
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Who’s easier to plan for — a married couple with two young kids, or a married couple with no kids
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Your clients are a married couple in California, no prenup, similar assets. Should they do joint trust or separate trusts?
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