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Fundamentals of Financial Planning, 5th Edition Chapter 14 Homework Questions 10. You, as a non-attorney CFP, are asked to assist one of your clients who
Fundamentals of Financial Planning, 5th Edition Chapter 14 Homework Questions 10. You, as a non-attorney CFP, are asked to assist one of your clients who is very frugal to prepare her will using legalzoom.com. Which is correct? a. It is permissible as long as you get a waiver from your client. b. It is permissible as long as you are not a heir, legatee or beneficiary c. Legalzoom is not very good and you should direct her to "will maker." d. You cannot assist her
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