The first step in the estate planning process is to
A) estimate transfer costs.
B) list all assets and determine the ownership and value of your estate.
C) gather comprehensive and accurate data.
D) assess your family situation and set estate planning goals.
E) designate beneficiaries of your estate's assets.
Correct Answer:
Verified
Q79: The estate exclusion amount increased to $5,340,000
Q80: Estate planning is designed to
A)administer and distribute
Q81: You should review your estate plan every
Q82: A testator can revoke a will in
Q83: Writing a valid will does not require
A)full
Q85: A will is a legal document outlining
Q86: The person who writes a will is
Q87: When writing a will,you should seek the
Q88: The probate estate
A)consists of real property.
B)consists of
Q89: One of the aspects of disposition of
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