You are an Estate Planner. As part of the Estate Planning process, you require the client to fill up Estate Planning Che

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answerhappygod
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You are an Estate Planner. As part of the Estate Planning process, you require the client to fill up Estate Planning Che

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You are an Estate Planner. As part of the Estate Planning process, you require the client to fill up Estate Planning Checklist and Data Gathering form. The client calls you to understand what are Schedule A and Schedule C attached to the form.You explain to him/her that Schedule A is for _______ and Schedule C is for__________
A. Life Insurance and Qualified Retirement Plan
B. Qualified Retirement Plans and Life Insurance
C. Life Insurance and Marketable Securities’
D. Marketable Securities and Life Insurance
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