EP CHAP 1 Flashcards
C
1
Q
What is Estate Planning?
A
Accumulation, Management, Conservations and transfer of assets
2
Q
Effect Transfer ?
A
Assets go where you want it
3
Q
Efficient Transfer ?
A
Lowest possible cost
4
Q
Six steps of the estate planning process ?
A
Meet, Acquired, Gather Info, Analyze, Present, Implement/Review
