Assignment Instructions
This journal measures your mastery of ULOs 1.4 and 1.5.
For this journal, discuss some of the major tax savings tools, documents, and other considerations used for estate planning. This may include contracts, policies, and other devices used to prepare during the lifetime of the owner or after death. These items may be used to lower tax liabilities or manage the estate. Also, explain why a long-term care policy may be beneficial to the planning efforts.
Submit your response as an attached Word document. Your response must be at least 200 words in length. No references or citations are necessary.
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