Read the case study and prepare a $15-20-$minute video including your analysis of Anthony and Claire's goals and concerns, along with questions for them, and potential recommendations for their estate plan.

Part A:

Anthony $55,$ and Claire $51,$ just celebrated their $15$ th wedding anniversary in their home in Toronto, Ontario. For both Anthony and Claire this is their second marriage. Anthony has two children from his first marriage, Frank $20,$ and Zoey $14,$ who live with Anthony's ex$-$wife, Sophie in London, Ontario, $($about $200$ km away$).$ Frank is studying creative writing at Fanshawe College in London, while Zoey is in high school and spends the week with her mother and every other weekend with Anthony and Claire. Although Frank is studying at college, he has maxed out both of his credit cards $($approximately $$25,000)$ and lives with Sophie spending every paycheck he receives from his part$-$time job at Tim Horton's.

Claire has three children from her previous marriage to Grant. Their children's names are Roy $25,$ Hannah $23,$ and Joseph $20.$ Roy is disabled, living with Claire and Anthony, he is currently receiving government subsidies for his disability, cerebral palsy. Roy is fully dependent on Claire and Anthony as he will never be able to work. Hannah is attending the University of Toronto for her dual MBA and law degree and Joseph is attending Seneca College studying to be an accountant.

Together, Anthony and Claire have twins, Charlie and Carrie who are $10$ years old.

Anthony is a mechanical engineer who is a $45\%$ owner of a fabrication plant, MovieLand, they specialize in making custom molds for movie sets. Anthony's partners: Bill owns $25\%$ of the business and Shane owns the remaining $30\%,$ they are currently registered partnership. Anthony focuses on the mechanics and building, Bill focuses on the front office, marketing, and Shane leads the sales team. MovieLand employs $35$ people. The three owners have been running the company for $8$ years and are contemplating the next steps in their business relationships and what agreements may be required to support that. Currently they have no agreements in place. Anthony brings home a salary of $$250,000$ per year with bonuses of up to