Question: Your client has approached you for some estate planning advice. You should ask them in advance of your meeting to provide you with: I) Statement
Your client has approached you for some estate planning advice. You should ask them in advance of your meeting to provide you with: I) Statement of Net Worth (list of Assets and Liabilities) II) Ownership Interest III) Location of Assets IV)List of all the shareholders of their operating company V) Their will VI) Beneficiary designations on registered accounts
a. I, II, III, VI
b. All of the above
c. I, IV and V
d. I, III, V
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