Which of the Following Is Not a Financial Planning Objective

question 26

Multiple Choice

Which of the following is not a financial planning objective associated with estate planning?

• 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.

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Definitions:

Independent Evidence

Information or proof that supports a claim, separate from and not relying on other pieces of evidence.

Five-Factor Model

A theory identifying five basic personality traits, including openness to experience, conscientiousness, extraversion, agreeableness, and neuroticism.

Extraversion

Extraversion is a personality trait characterized by energy creation from external sources, often involving enthusiasm for socializing and engaging in activities with others.

Neuroticism

A personality trait characterized by emotional instability, anxiety, moodiness, and a higher propensity for psychological stress.