Evaluate the tools commonly used in estate planning, including trusts, life insurance, and annuities.
Compare the tools as to how they would apply for a couple in their mid-50s who are classified as middle-income earners, with no dependents (two adult children), who will have Social Security benefits, and who will have retirement plan income from 401(k)s.
Make a general recommendation for an estate plan for the couple. Ask question #Minimum 100 words accepted