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QUESTION: You have been asked to advise them on how to achieve this retirement target. At the same time, they have also realised the importance
QUESTION: You have been asked to advise them on how to achieve this retirement target. At the same time, they have also realised the importance of having a proper plan for estate planning, and they seek your advice on Faraid distributions. The couple also indicates their willingness to share the matrimonial assets at a ratio of 50-50 on the assets when one of them dies. NOTE TO PREPARED- 1 CASH FLOW STATEMENT 2 NET WORTH STATEMENT 3) RISK MANAGEMENT PLANNING - IF THE HUSBAND DIES OR BECOME DISABLED FUSING CAPITAL INTACT METHOD) How much money needed to sustain family? Capital Intact method Total Estimated annual expenses 2222 Return on investment ps. from case assumptions asset a location: 6:55 Capital Intect Amount = Expenses Retur QUESTION: You have been asked to advise them on how to achieve this retirement target. At the same time, they have also realised the importance of having a proper plan for estate planning, and they seek your advice on Faraid distributions. The couple also indicates their willingness to share the matrimonial assets at a ratio of 50-50 on the assets when one of them dies. NOTE TO PREPARED- 1 CASH FLOW STATEMENT 2 NET WORTH STATEMENT 3) RISK MANAGEMENT PLANNING - IF THE HUSBAND DIES OR BECOME DISABLED FUSING CAPITAL INTACT METHOD) How much money needed to sustain family? Capital Intact method Total Estimated annual expenses 2222 Return on investment ps. from case assumptions asset a location: 6:55 Capital Intect Amount = Expenses Retur
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