What is estate planning? what are the consideration you should recommended your client to incorporate to the estate planning different stage of their life? Assumed your clients Mr. John Smith and Mrs. Jane Smith are in their 50's, newly wed with two young kids from previous marriage. Jack is 13 years old Joey is 10 years old Jack and Joey are Jane's biological children from previous marriage. You can either do the research on your own or you can simply book an in-person or on-line meeting with your advisor at your local financial institution and conclude your findings. This evaluation of this assignment is base on the followings: 1. What are some of the concerns you identified for Smith's estate planning? 2. What should be included in the estate planning consideration why or why not? Suggestion on each consideration and potential solution if any you can think of or any professional referral you identified as a financial planner? 3. The quality finding of in-person or on-line interview with your planning experts or other public will and estate planning resources.
4. Reader is able to clearly identified your findings through your writing style. 5. The relevancy of the material that you present in your assignment has to be precise and clearly demonstrate your understanding not a simple paraphrasing from text book or any direct or indirect researched sources.
