100 to 150 words
Unit 9 Discussion Personal Financial Management
Leaving an Estate to Heirs
Scenario: Carla, a 75-year-old widow, owns more than $2 million in assets. Carla’s son, Jonathan, has two children, ages 10 and 13. Her daughter, Annie, also has two children, ages 9 and 13. Carla has decided that she wants to begin giving her assets to her grandchildren so she can minimize the size of her estate. She specifically wants to provide for her four grandchildren’s college education.
What planning opportunities can you suggest so that Carla can provide for her grandchildren’s education while minimizing any transfer taxes?
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