Question: 70. Once a planner has established a client's objectives and gathered his or her data, what should the planner do next as part of the
70. Once a planner has established a client's objectives and gathered his or her data, what should the planner do next as part of the estate planning process? a. implement the plan. b. identify strategies and present the plan. c. identify problems and opportunities. d. establish the client-planner engagement
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