During the ________ Teams Phase of Team Implementation, Members Are

question 100

Short Answer

During the ________ teams phase of team implementation, members are learning about self-direction and begin to think of themselves as a unit.

Describe the characteristics and purposes of various types of trusts, including Testamentary trusts and Credit-Shelter trusts.

Recognize the non-legally binding nature of a letter of last instruction and its potential contents.

Analyze how personal situations impact estate planning.

Detail the steps for creating a digital estate plan, including a social media will.

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Definitions:

Promissory Note

A financial document in which one party promises to pay another party a specified sum of money at a defined future point in time or on demand.