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You are a financial planner and you are preparing for a meeting with your new client, anne. what would you be most likely to ask anne to bring to the meeting with her? a. pictures of her children b. her parents c. any will d. sales records for her ex-husband's business
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Which of the following is not a common estate planning goal? a. maximizing transfer costs. b. minimizing transfer taxes. c. providing for liquidity at death. d. fulfilling client's healthcare decisions.
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Anyone wanna chat, I am bored...
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