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In estate planning, the first key question is determining who you trust to make financial decisions on your behalf. This involves identifying someone who can handle spending decisions, manage your checkbook, pay bills, and communicate with your CPA, financial advisor, and attorney, especially if you become incapacitated or pass away. It's essential that this person is someone you trust deeply, as they will be responsible for ensuring that your financial affairs operate smoothly and that your beneficiaries receive their entitled assets. Importantly, they do not need to have professional qualifications like being an accountant or financial advisor.