Which of the following is the most appropriate way to approach estate planning? a. As a...
Which of the following is the most appropriate way to approach estate planning?
| a. |
As a financial planner, go the extra mile for your client by drafting documents for them |
|
| b. |
Put yourself in the client's shoes and do what you think would be best for them |
|
| c. |
Be a zealous advocate for your client by doing whatever it takes to meet their goals (including tax evasion) |
|
| d. |
Follow the client's wishes and tailor the plan to the client's situation |
Homework Answers
Correct option: (d)
Reason: The most appropriate way to approach estate planning is to keep customer first and understand his wishes and then design the plan which suits the client best and meets his most demands.
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