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BUSI 354 Week 8 Estate Plan: How to Write It

This guide is for BUSI 354 Week 8 Estate Plan, start to submission. A 10 to 12-page memo to your supervisor explaining your choices for Kathi and Darren's estate plan and the rationale for each exam answer.

BUSI 354 is Estate Planning, 3 credit hours, in Liberty University's BS in Business Administration. Canvas and the course guide file print the code as BUSI354; it is the same course.

CourseBUSI 354 Estate Planning
Module/Week8
Points200 points
Length10 to 12 pages, double-spaced
SourcesThe Estate Plan Scenario, your exam answers and the textbook
Faith integrationNot required by the guide
FormatMemo; current APA with proper formatting, spelling and grammar

What BUSI 354 Week 8 Estate Plan asks for

After taking the Estate Plan Exam, you analyze your answers to its 10 questions and write a memo to your supervisor explaining your choices for the estate plan for Kathi and Darren, including your rationale for each answer. The memo must be 10 to 12 pages, double-spaced, with proper formatting, spelling and grammar in current APA. It is due in Module/Week 8 with Dalton and Langdon chapters 13 and 14, after the 10-minute exam in the same week; the final week ends Friday at 11:59 p.m. (ET). Worth 200 points.

Where it fits in BUSI 354

In the published schedule, Estate Plan is one of 8 graded written assignments in BUSI 354. It follows Week 7 Discussion Board Forum 6, and it is the last written assignment in the course.

How BUSI 354 Week 8 Estate Plan is graded

Liberty grades Estate Plan with the rubric attached to the assignment in Canvas, worth 200 points in the published guide. That is about 20% of the course's 1,010 points. Open the rubric before you draft and read across each row: the top column describes what full credit looks like, and the gap between columns tells you what costs points.

Course grades in BUSI 354 use Liberty's point scale: an A is 900 to 1010 points of the course total. Missing the length or source minimum usually costs points on several rows at once, which is why the checklist below starts with them.

Timing in the published guide: Each course module/week (except Module/Week 1) begins on Tuesday morning at 12:00 a.m. (ET) and ends on Monday night at 11:59 p.m. (ET). The final module/week ends at 11:59 p.m. (ET) on Friday. Check the due dates in your Canvas section, which govern.

The BUSI 354 Week 8 method, step by step

  1. Know who will read it

    Identify the reader and the action you want. Every paragraph of the Estate Plan should move that reader toward it.

  2. State the purpose in the first paragraph

    Open with the ask. Background comes after the reader knows why the document exists.

  3. Support the position with facts

    Back the position with evidence (The Estate Plan Scenario, your exam answers and the textbook). One figure or finding per reason is usually enough in a short professional document.

  4. Use a professional format

    Follow standard business format: date, recipient, salutation, body paragraphs, closing and signature. Keep sentences short and the tone respectful.

  5. Close with a clear request

    Finish with the request again, stated plainly, and a line of thanks.

  6. Add the APA pieces the guide requires

    Check the instructions for APA elements around the letter: title page, in-text citations, reference page. Stay within 10 to 12 pages, double-spaced.

Answer the 20 practice questions carefully before the timed exam, keeping notes on your reasoning; the memo is easier to write from those notes. Organize the memo with a heading for each exam question.

A structure for BUSI 354 Week 8 Estate Plan

Word targets are planning numbers for about 2,000 words of body text, set by the length in the guide; the rubric decides where to spend more.

SectionWhat it must doTarget
Summary of the planYour recommended estate plan in brief.~280 words
Question-by-question rationaleEach exam question, your answer and why.~1,120 words
Integrated planHow the choices fit together.~400 words
Next stepsDocuments and actions for the clients.~200 words

A topic angle that works

Write as an associate to a supervising planner: lead with the recommended plan, then defend each exam answer with the scenario facts and the textbook's rules. If an answer was wrong, say what you would choose now and why.

Model paragraph with notes

An original paragraph written by our desk to show the register that earns full rubric credit. It is study material: learn the moves, then write your own.

BUSI 354 Week 8, sample rationale paragraph

Question 4 asked which document best protects Kathi and Darren's minor children if both parents die. I chose a testamentary trust with a named trustee, rather than outright inheritance under a guardianship, because the scenario shows a substantial life insurance payout that the children would otherwise receive outright at 18. Dalton and Langdon note that a trust lets parents set distribution ages and standards, which fits Kathi's stated concern about the children's maturity.

  1. Names the question and answer.
  2. Uses scenario facts.
  3. Cites the text.

Mistakes that cost points on BUSI 354 Week 8

  • Not covering all 10 questions.
  • Under 10 pages.
  • Rationale without scenario facts.

Checklist before you submit

  • Length: 10 to 12 pages, double-spaced
  • Sources: The Estate Plan Scenario, your exam answers and the textbook
  • Recipient, purpose and request are clear in the first paragraph
  • Business format with a professional closing
  • Each rubric row read against the section that answers it

Questions students ask

Who are the clients in the BUSI 354 estate plan memo?

Kathi and Darren, from the Estate Plan Scenario in the assignment instructions.

How many points is BUSI 354 Week 8 Estate Plan worth?

200 points in Liberty's published course guide for BUSI 354, out of a course total of 1,010 points (about 20% of the grade). The rubric attached to the assignment in Canvas shows how those points are divided.

Is BUSI 354 Week 8 the same in every section of BUSI 354?

This guide follows Liberty's published course guide for BUSI 354. Liberty notes that course content can change from term to term, so if your Canvas section shows different instructions, a different week or different points, follow Canvas and your instructor.

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