Continuing Case Study: Estate Planning

Since Shelby and Mark are less than 20 years away from retirement, they are also concerned with various estate planning actions.  They have talked about a will and investigated the benefits of several types of trusts.  However, they have not taken any specific actions.

What types of estate planning activities should the Lawrences consider at this time?

Explain how Shelby and Mark might use the Personal Financial Planner sheets on Estate Planning Activities and Will Planning.

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