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The purpose of this assignment is to determine the need for estate liquidity and
The purpose of this assignment is to determine the need for estate liquidity and develop a cash flow plan for maintaining a client’s estate from date of death to final distribution including the payment of tax liabilities.
Bobby is considering purchasing multiple life insurance policies. Recall what we know about Bobby so far – his first wife passed away, his second wife is younger, he has 3 children and 3 grandchildren, owns a construction business and half of a yoga studio (the other half is owned in equal parts by the 3 children), he has charitable motives, high net worth, and…. Feel free to make up additional details.
Instructions
What are some of the common objectives of using life insurance in an estate plan? Compare/contrast the types of life insurance and the parties to these types of life insurance.
Having done this, what recommendations would you make for Bobby and why? Feel free to make up additional facts and numbers to illustrate your level of knowledge.
This will be evaluated based on the recommendations you suggest for Bobby and how well you support and explain your recommendations based on your comparison of the types of life insurance.
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