Transfer taxation interact to affect wealth planning

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Reference no: EM132048747

1. Discuss fundamental principles of wealth planning and explain how income and transfer taxation interact to affect wealth planning.

2. What are three exclusions from the homeowner’s policy that you think are important for everyone to know about? Explain why.

3. Which type of risk can be diversified away? Systematic risk. Market risk. Inflation risk. Idiosyncratic risk. More than one of the these types of risk can be diversified away.

Reference no: EM132048747

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