Which of the following clients has the GREATEST need for estate planning based on the information provided
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Question:
Which of the following clients has the GREATEST need for estate planning based on the information provided below?
a) Janet (23), prides herself on making her own investment choices but has experienced poor results.
b) Jing (43) and Mei (39), a working married couple with three children and disposable income.
c) George (35), who is single, rents an apartment, and has little net worth or assets.
d) Jasper (70), is a retired widower who lives off of his CPP and OAS benefits and has no children, disposable income, or assets.
Related Book For
Money Banking and Financial Markets
ISBN: 978-1259746741
5th edition
Authors: Stephen Cecchetti, Kermit Schoenholtz
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