The purpose of this assignment is to describe the appropriate use of the marital deduction in estate planning including for both domestic and international spouses and explain the relationship between the marital deduction and the qualified interest trust.
Bill and Barb are married. They created ‘sweet heart wills’ which give the surviving spouse everything.
Instructions
In a well written essay, respond to the following:
How does the unlimited marital deduction operate?
What is the reasoning behind the unlimited marital deduction? What are the benefits of the unlimited marital deduction?
How does portability work?
This will be evaluated based on the quality and depth of your responses to the questions above about marital deduction in estate planning.
Category: Finance
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“The Importance and Benefits of the Marital Deduction in Estate Planning”
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“Exploring the Impact of Social Media on Consumer Behavior: A Study of Millennial Generation”
This is a bachelor thesis topic. All required guidelines on how to approach it will be provided after hire.
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Title: The Impact of the Global Financial Crisis on the United States’ Financial Markets and Institutions Table of Contents: I. Introduction A. Background on the Global Financial Crisis B. Purpose of the Study C. Overview
Select a major economic event (e.g. bursting of dot-com bubble, global financial crisis, European sovereign debt crisis, etc.) which had a major impact on financial markets and institutions of a country/area. using this, answer the main 4 questions presented. please add table of contents, trusted sources of graphs (government website etc.) and at least 12 peer-reviewed articles. Work needs to be professionally formatted. please do refer to the marking criteria also and OVERALL NOTES. 3000 word ±10%
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“Exploring the Top 12 Companies in the Stock Market: A Comparative Analysis”
The 12 companies are: Apple (AAPL), Mcdonald’s (MCD), Nvidia (NVDA), Disney (DIS),
Coca-cola (KO), Procter and `gamble (PG), Johnson and Johnson (JNJ), Pfizer (PFE),
Ford (F), General Motors (GM), eBay (EBAY), Microsoft (MSFT) -
Title: Estate Planning Analysis and Recommendations for Client XYZ
This assignment will be an analysis what you (or your created client) have in place today, how that protects their interests and what might they need to do.
Specifically, for this week assignment:
Identify the client’s estate planning goals including bequests to spouse, family, charity, guardianships, etc.
Identify the client’s feelings about avoiding probate, do they care or not?
Identify the client’s health care goals and financial directive goals. How do they want these handled if they are unable to do so themselves.
Identify the estate planning documents they have in place today.
How do these documents help them achieve their goals?
Though not required at this time, it might be a good idea to list the estate planning documents they will need to achieve their goals including how they may need to revise what they already have in place. -
The Evolution and Impact of Securities Markets on Capital Allocation and Efficiency Securities markets play a crucial role in the efficient allocation of capital between issuers and investors. These markets have evolved significantly over the years, with the introduction of new technologies and trading
Prior to beginning work on this discussion forum, read Chapter 14 in the Foundations of Financial Management textbook.
Initial Response:
For this discussion forum,
Discuss the evolution of the securities markets, including the impact of the NASDAQ, CME, ECNs, and foreign exchanges.
Explain the role of securities markets in the efficient allocation of capital among issuers and investors based on the efficient market hypothesis.
Evaluate if the presence of dark pools enhances or reduces capital market efficiency.
Finally, find a real-life company that has made raised capital in 2020 and discuss the method used. If possible, try to select a company that a fellow student has not already selected.
Your initial response should be a minimum of 200 words. Graduate school students need to learn how to assess the perspectives of several scholars. Support your response with at least one scholarly and/or credible resource in addition to the text. -
“Comparing Dutch Auction and Traditional Underwriting Methods for IPOs: A Case Study of a 2020 IPO and Its Impact on Issuers, Underwriters, and Investors”
Prior to beginning work on this discussion forum, read Chapter 15 in the Foundations of Financial Management textbook.
Initial Response:
For this discussion forum,
Compare the advantages and disadvantages of using a Dutch Auction to a traditional underwriting method for an IPO.
Identify one real-life IPO that occurred in 2020. Try to select a company that a fellow student has not already selected.
For this one IPO, determine the following:
The initial price
The stock price at the end of the first day of trading
The stock price at the end of 10 days of trading
The stock price at the end of 30 days of trading
State the following in your post:
The total amount of the offering
The number of shares offered
The underwriter
The fees for the IPO
Evaluate the success of this IPO from the perspective of the issuer; the underwriter, and investors.
Your initial response should be a minimum of 200 words. Graduate school students need to learn how to assess the perspectives of several scholars. Support your response with at least one scholarly and/or credible resource in addition to the text. -
Title: “The Power of Vulnerability: Lessons from Brené Brown’s TED Talk” Word Count: 267 In her TED Talk, “The Power of Vulnerability,” research professor and storyteller Brené Brown shares insights from her decade
Watch the following video and write down what you have learned. You need to state the words count on the top of the first page of your work. If you fail to state the words count, you will receive no more than 5 points. -
Title: “Analyzing Data: Understanding Patterns and Trends” Introduction: Data analysis is a crucial process in understanding and interpreting information to make informed decisions. It involves organizing, examining, and interpreting data to identify patterns, relationships, and trends. In
analysis of data and short essay of analysis. 2 full pages double spaced. answer based on observation. answer based on highlighted questions.
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Examining the Financial Impact of Nursing Shortages on the Health Care Industry: A Problem-Solving Analysis Report for Health Care Managers
Exam Content
As a health care manager, you must be able to analyze financial and economic issues in the health care industry. In this summative assessment, you will demonstrate problem-solving skills.
Scenario
Imagine you are a health care manager at a hospital and you are preparing a report for your CFO in which you analyze current issues in health care (e.g., nursing shortages, supply-chain disruption, and telehealth use) and address the financial impact of these issues on your hospital.
Preparation
Select 1 of the following current financial issues that the health care industry faces today to use for this summative assessment: nursing shortages, supply-chain disruption, or telehealth use.
Access the Week 2 University Library and read 1 of the following articles from the Summative Assessment: Problem-Solving Analysis Report section that corresponds to the current financial issue you selected:
Nursing shortage: “As COVID-19 Worsens Nursing Shortage, Madison Hospitals, Schools Step Up”
****Use this website to review th article on nursing shortage.
https://go.gale.com/ps/i.do?p=ITBC&u=uphoenix&id=GALE|A699254013&v=2.1&it=r&sid=ebsco&asid=92edec44
Assessment Deliverable
Write a 700- to 1,050-word report about the financial issue you selected in which you:
Analyze the financial impact of your selected financial issue on the health care industry.
Explain what the supply and demand challenges are for health care services in terms of personnel, supplies, or technology.
Describe how regulatory issues are affecting, or will affect, the health care industry in the areas of personnel, supplies, and technology.
Describe at least 1 strategy to improve the selected financial issue.
Discuss what you believe would be the outcome of these recommendations, if implemented.
Cite sources to support your report.
Format your report according to APA guidelines.
Submit your assessment.
Assessment Support
Review the rubric for guidance on deliverable expectations.
Visit the Center for Writing Excellence for assistance with grammar, APA formatting, and other writing topics
Here is an APA template specific for this assignment that may help. I’ve shared my two cents worth to help guide you as you tackle this assignment. (No reinventing the wheel).