Terminal illness can be devastating for a family. Which of the following is not correct? The

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Terminal illness can be devastating for a family. Which of the following is not correct?

• The emotional issues are not relevant to the financial advisor.

• Estate documents should be reviewed and updated as necessary.

• Funeral arrangements should be considered.

• Titling of property should be reviewed to ensure that issues do not arise in the future.

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Fundamentals Of Financial Planning

ISBN: 9781936602094

3rd Edition

Authors: Michael A Dalton, Joseph Gillice

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