ATo Match the Amount and Type of Assets to Be

question 1

Multiple Choice

a.To match the amount and type of assets to be distributed to circumstances and our wishes
b.To match taxes outstanding with debt liability upon death
c.To leave other heirs with little or no conflict wherever possible
d.To protect ourselves while we are still alive
e.All of the above are financial planning objectives associated with state planning
Answer: b
-What is the fourth step of estate planning?

• A)Establish a will.
• B)Consider other estate planning tools to meet objectives.
• C)Evaluate obstacles and ways to overcome them.
• D)Become familiar with all types of relevant taxes.
• E)None of the above.

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