Q & A: General Estate Planning Quiz

1. Estate planning is
B. vital for anyone who has assets.

2. The first step of every estate plan is the
A. preparation of a personal inventory.

3. Estate planning experts include
B. gift planning coordinators.

4. One tool of estate planning is a
A. buy-sell agreement.

5. Trusts are useful in
B. managing assets.

6. Good estate planning involves
C. financial management during your lifetime.

7. Some say that the more modest the estate
C. the greater the need for careful disposition.

8. To shape the future for yourself and others
B. consider a life income plan.


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