client interview busi 313

client_interview_instructions.docx

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BUSI 354

Client Interview Instructions

This assignment requires you to use the information you have studied in the first 5 module/weeks of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan. Using the general guidelines in Chapter 14, the information gleaned from the client interview videotape in Module/Week 5, and the material in Chapters 1–8, 11, and 14, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. Write your memo in a Word document. I must be 1,000 words and in current APA format. Scholarly, legal, or biblical sources are integrated into the analysis and appropriately cited.

To organize your memo, start with a general description of your client family. Then, use the Estate Plan Checklist on pages 582–583 as an outline. Address each question/category. Without more detailed information and the actual plan, you will not be able to answer all of the questions “yes” or “no,” but you must identify facts and issues with this family that will impact and guide the ultimate creation of the plan for each category.

Submit your Client Interview by 11:59 p.m. (ET) on Monday of Module/Week 5.