Question
Aida has a house and some money in retirement accounts. She is getting married and wants to make sure that her estate is in order. What can she expect to do when she meets with an estate planner?
(1 point)
Responses

Go over her general health and life expectancy.
Go over her general health and life expectancy.

Set goals for her future earning and investments.
Set goals for her future earning and investments.

Sign the paperwork to open checking and savings accounts.
Sign the paperwork to open checking and savings accounts.

Review what she owns and how to best transfer it to her family.
(1 point)
Responses

Go over her general health and life expectancy.
Go over her general health and life expectancy.

Set goals for her future earning and investments.
Set goals for her future earning and investments.

Sign the paperwork to open checking and savings accounts.
Sign the paperwork to open checking and savings accounts.

Review what she owns and how to best transfer it to her family.
Answers
GPT-4o mini
When Aida meets with an estate planner, she can expect to:
**Review what she owns and how to best transfer it to her family.**
This involves discussing her assets, understanding her wishes regarding distribution, and exploring options for structuring her estate plan to ensure her intentions are carried out effectively.
**Review what she owns and how to best transfer it to her family.**
This involves discussing her assets, understanding her wishes regarding distribution, and exploring options for structuring her estate plan to ensure her intentions are carried out effectively.