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A couple has asked you to make some suggestions about their estate planning needs. They fully appreciate you are not a lawyer but also know you have some understanding of the things they need to consider and the solutions available to achieve their goals. Which is to ensure that the lifestyle of the survivor is maintained should one partner pass away, maintain family assets and minimize taxation at death (including probate) but not at the expense of their other goals;
They want you to:
Identify and fully explain 3 different things they can do with a Will that will achieve their planning goals.
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Discuss the factors to consider when selecting a retirement plan. How would you evaluate the various types of retirement plans for some of the factors
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What is the importance of ethics in the formulation of financial strategies for businesses?
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Please help me answer these questions? Does your current work, school, or organizational affilate managed by stockholder or stakeholde approach?
Describe Costco's competitive strategy using the three-circles analysis.
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