The first step in the estate planning process includes: a. Meeting with the client and discussing the

Question:

The first step in the estate planning process includes:

a. Meeting with the client and discussing the client's assets, family structure, and desires.

b. Prioritizing the client's goals.

c. Developing a formal written estate plan.

d. Identifying key areas of concern in relation to the client’s plan - taxes, cash on hand, etc.

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Ali Khawaja

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