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In this journal, you will state the strategic assets of Bob's plan and the trusts to which the assets will transfer. This exercise will help
In this journal, you will state the strategic assets of Bob's plan and the trusts to which the assets will transfer. This exercise will help you with the elements needed for Milestone Two, which is due in Module Five. Note that this is a private journal; only the instructor can view and comment on the assignment. Specifically, you must address the following rubric criteria: Identify the strategic assets to focus on for the clients' estate plan. Identify the ideal trusts and determine whether they meet the clients' goals
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