The Bedos Case.

1. Develop an estate planning goal for the Bedos. When conceptualizing this goal, consider the following. a. Is the goal developed in agreement with any or all goals and objectives that the clients have identified regarding estate planning?

b. What situational factors might influence their estate planning goals? Are these factors explicit, implied, or assumed? Is additional information required from the Bedos?

c. Identify life events that could affect the estate planning analysis for Tyler and Mia and that should be reviewed at future client meetings.

d. What is the desired outcome for the clients?