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Lucinda consults a CFP professional to discuss her financial and estate planning goals. Which of the following factors will not be important for the CFP
Lucinda consults a CFP professional to discuss her financial and estate planning goals. Which of the following factors will not be important for the CFP practitioner to know in determining whether Anne should update her will?
Question 8 options:
| Lucinda recently hired a new investment manager because she was not happy with her former manager. |
| Lucinda has recently gotten divorced. |
| Lucinda last updated her will 20 years ago. |
| Since Lucinda last updated her estate plan, her net worth has increased substantially. |
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