Estate Planning

Exclude certain family members from inheritance

Ensure complicated legal processes

Maximize transfer taxes and costs

Minimize transfer taxes and costs (correct)

Minimizing liquidity for the heirs

Maximizing transfer taxes

Changing title of assets from the decedent to the heirs and legatees (correct)

Excluding certain beneficiaries

Client’s property transfer wishes unfulfilled (correct)

Minimizing net assets to heirs

Maximizing liquidity to cover client’s debts

Excessive transfer taxes and costs

<p>Providing for guardianship of minor children</p> Signup and view all the answers

<p>Covering immediate financial needs of the heirs</p> Signup and view all the answers