(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.
Review what she owns and how to best transfer it to her family.
1 answer
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 will involve discussing her assets, such as her house and retirement accounts, as well as her wishes for how those assets should be distributed after her passing. The estate planner will help her create a plan that may include wills, trusts, and other legal documents to ensure her estate is handled according to her desires.
