Download Week 10 Exercises Suggested Answers (Financial Planning Components Part III - Group B - Sem B 2019 - 20) PDF Free - Full Version
Download Week 10 Exercises Suggested Answers (Financial Planning Components Part III - Group B - Sem B 2019 - 20) by ['tanning zhu'] in PDF format completely FREE. No registration required, no payment needed. Get instant access to this valuable resource on PDFdrive.to!
About Week 10 Exercises Suggested Answers (Financial Planning Components Part III - Group B - Sem B 2019 - 20)
The document discusses estate planning options for an individual named Harry. It provides advice for Harry in both the short-run and long-run regarding investment planning and estate planning given his financial situation. In the short-run, the document recommends Harry focus on passing his largest asset, an apartment worth $8 million, to his two children through joint ownership and a will. For long-term investment planning until retirement at age 60, it suggests Harry invest in medium-risk investments. Regarding estate planning, it advises setting up joint ownership now that his children are older than 18 to pass the apartment ownership automatically upon his death, as a trust would not be cost-effective given his net worth of around $10 million.
Detailed Information
| Author: | ['tanning zhu'] |
|---|---|
| Publication Year: | 2020 |
| Pages: | 2 |
| Language: | English |
| Format: | |
| Price: | FREE |
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