Your aunt knows that you specialize in wealth and retirement planning, so she brought various documents to your office and asked you to assist her with the accounting aspects of her estate plan. She has told you that she wants all of her children, nieces, and nephews to "share fairly and equally" in her wealth upon her death. She has asked you to develop a plan that will minimize her estate taxes and divide up her various assets fairly.
You told your aunt that you need to read your aunt's will, prepare a schedule of her major assets, and evaluate the risk tolerances and liquidity of each intended beneficiary. Your aunt has insisted on paying for your efforts. Do you have a conflict of interest?