Unformatted text preview: 1. Ken and Holly Knox have provided you with information about their family situation and their finances. What additional factual information, if any, would you like to have before making even preliminary recommendations regarding their estate plan? 2. After reviewing the results of the first interview with Ken and Holly, are there any questions that you need answered before making any suggestions about their planning? You need not repeat anything noted in response to the first question above. 3. Are there any issues that impress you as being more important than others in the Knox situation? If so, what are they? 4. What do you think the next step should be in working with the Knoxes?...
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- Thought, Estate Planning Fall, Holly Knox, additional factual information