PERSONAL FINANCE
PERSONAL FINANCE
5th Edition
ISBN: 9781308498706
Author: Kapoor
Publisher: McGraw Hill
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Chapter 19, Problem 3CC
Summary Introduction

Case summary:

J and L is a couple and have a proper plan for the retirement. The triplets are about to start their career as they have finished their studies. J and L tell the importance of finance planning and advice them to start so as they have start earning. Couple takes a place for the children in the estate planning as it is important for the proper asset management. J and L understand the importance of financial planning so they become more curious about their financial planning.

Characters in the case: The characters in the case are as follows:
A couple named J and L,
Couple has the triplets.

Adequate information: The proper description about the current financial situation of J and L.

To explain:

Whether L and R should have an attorney to draft a will or not.

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