What estate planning recommendations would you make to the Franklins? CHOOSE ALL that apply.

What estate planning recommendations would you make to the Franklins? CHOOSE ALL that apply. Confirm that the profit sharing plan has a named beneficiary on file. Confirm that the deferred annuity has a named beneficiary/beneficiaries on file. Retitle the autos and boat into the name of a Revocable trust or JTWROS Retitle Robert's portfolio into a revocable trust or set up POD Change the titling on the 401(k) plan to JTWROS Structure the estate to avoid estate tax at the second death Consider setting up a Dynasty trust for future generations with special needs language and Greg as one of the beneficiaries Confirm that the 401(k) had a named beneficiary on file Retitle Lisa's portfolio into a revocable trust or set up a TOD Set up a Revocable trust for Lisa Set up a Revocable trust for Robert