Summarize important legislation affecting estate taxes, and briefly describe the impact on estate planning. Explain why getting rid of the estate tax doesn’t eliminate the need for estate planning.
Answer to relevant QuestionsDiscuss the various forms in which wealth can be accumulated.Describe employee benefit and tax planning. How do they fit into the financial planning framework?Discuss the need for career planning throughout the life cycle and its relationship to financial planning. What are some of your own personal career goals?What is the balance sheet equation? Explain when a family may be viewed as technically insolvent.Your best friend has asked you to be executor of his estate. What qualifications do you need, and would you accept the responsibility?
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