List at Least Three Non-Tax Reasons That You Might Suggest

question 6

Essay

List at least three non-tax reasons that you might suggest to your client Connie that she should consider shifting some income and assets to a trust.

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Definitions:

Gay Marriages

Legal or socially recognized marriages between two individuals of the same gender.

Marital Bias

Preconceived notions or unfair treatment based on an individual's marital status.

Single People

Individuals who are not currently in a marital or comparable committed relationship and may prioritize personal, social, or career goals differently from those in partnerships.

Prejudice

A preconceived opinion or judgment towards people, objects, or situations without adequate information, often stemming from stereotypes or biases.