| Other one time expenses (e.g. wedding, funeral) | ||
Expected number of years you intend to support dependents
|
||
| Expected average annual return on long term investments | 7% | |
| Expected average inflation rate | 3% | |
| Self purchased life insurance amount | ||
| Employer provided life insurance amount | ||
Do you have long term disability ins.
|
Yes: No: d | |
Do you have short term disability ins.
|
Yes: No: d | |
Do you have an umbrella policy
|
Yes: No: d | |
Do you have a Power of Attorney
|
Yes: No: d | |
Do you have a revocable trust
|
Yes: No: d | |
Do you have long term care insurance
|
Yes: No: d | |
Do you have a Will
|
Yes: No: d | |
Do you have a Living Will
|
Yes: No: d |
d = default values