Question: Advise the Sampsons about how they can plan their estate
Advise the Sampsons about how they can plan their estate to achieve their financial goals.
Answer to relevant QuestionsWhat are the six steps in developing a financial plan? Dave recently met with an estate planner who offered to create an elaborate estate plan without asking Dave specific questions. What should Dave have done prior to meeting with the estate planner? Why is it important to integrate the components of your financial plan? Discuss how managing liquidity fits into your financial plan. What is the liquidity trade off? Judy pays off her car loan and now must decide how she wants to invest the extra $ 3,648 per year that she budgeted for car payments. She decides to invest this additional amount in her employer sponsored retirement plan. ...
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