Do the clients estate-risk planning needs seem clear enough

Assignment Help Business Management

Reference no: EM133455901

Assignment:

1) Do the clients' estate/risk planning needs seem clear enough? Do you require added clarification? Do you require more information to know if the needs are in conflict with other objectives (if so, what)? For the presentation, if you require information, state this as you discuss goals. In general, you can assume that your client (s) have and will continue to maintain their current lifestyle.

2) Provide a list of your client (s) current financial position and his or her future income potential and identify financial obligations or objectives that might interfere or conflict with the client's estate/risk planning objectives.

Reference no: EM133455901

Questions Cloud

Who are you relative to the first people on turtle island : Using the definitions from our Week, 1 reading, especially the Vowel and Krawec texts, who are you relative to the First People on Turtle Island?

What things did north south east and west african empires : What 3 things did North South East and West African empires have in common that led to their fall?

What marketing channels are most suitable for the purpose : Describe the market research efforts that should be conducted with your audiences before establishing a strategic direction.

How many students must enroll for the company to break-even : If students are charged $20 to attend the session, how many students must enroll for the company to break-even?

Do the clients estate-risk planning needs seem clear enough : Do you require added clarification? Do you require more information to know if the needs are in conflict with other objectives (if so, what)?

What does five model provide to organizational leadership : Based on contemporary thinking related to personality, what value does the Big Five Model provide to organizational leadership?

Explain the evolution of the international monetary system : Explain the evolution of the international monetary system and currency exchange rates? Is the system effective in both its past and current forms?

What guidelines should amazon follow for this new venture : If Amazon is considering or should consider a new entry, what guidelines should Amazon follow for this new venture?

What are the central issues affecting workplace safety today : What are some of the central issues affecting workplace safety today? Identify the privacy, health, and due-process ramifications of violence in the workplace.

User Account

All Pages