Solution-John and margaret estate plan

John and margaret estate plan

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Reference no: EM133204780

You are meeting with John and Margaret for your second meeting. You have all the information listed above however you find there may be missing information.

John and Margaret know they have procrastinated long enough, they know now that they need to start working on an Estate Plan for their modern family. Your objective is to briefly discuss their goals and objective as well as discuss any other gaps in their estate plan that you would like to bring to John and Margaret's attention. Finally, give John and Margaret Recommendations to the Estate Plan your group has decided on.

In your presentation create a family tree, net worth statement, and identify 6 items regarding their estate plan that need recommendations or further questioning. During the presentation, please spend 1 minute maximum on the family tree and net worth statement.

Some items you may want to address:

1. Recommendations should be regarding the John and Margaret's Estate Plan.

(Only need the Recommendations for 4-5 sentences lines. total points needed 6)

Subject code - FIP 505 Estate planning & aspect

Reference no: EM133204780

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John and margaret estate plan

Reference no: EM133204780

Reference no: EM133204780

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