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)
Go over her general health and life expectancy.
Set goals for her future earning and investments.
• Sign the paperwork to open checking and savings accounts.
Besiranhat she heramn how to
properly title her assets and update beneficiary designations.
Discuss potential estate planning tools such as wills, trusts, and powers of attorney.
Review any potential tax implications of her estate plan.
Discuss plans for gifting or charitable giving.
Create a plan for managing her assets during incapacity.
Review any potential Medicaid planning strategies for long-term care.