Now that you have read the chapter on estate planning, what do you recommend to Orlando and

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Now that you have read the chapter on estate planning, what do you recommend to Orlando and Giselle Molina in the case at the beginning of the chapter regarding:

1. Benefi ciary designations for their fi nancial assets?

2. Joint ownership of their home, vehicles, and other property?

3. Making a will?

4. Establishing guardianship for the children?

5. Using advance directive documents to avoid a situation like that confronting Orlando’s father?

6. Establishing trusts for their children?

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Personal Finance

ISBN: 9781439039021

10th Edition

Authors: E Thomas Garman, Raymond E Forgue

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