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Question Meg recently started her own financial planning practice. She is not a licensed attorney. Which of the following activities would be considered an unauthorized

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Meg recently started her own financial planning practice. She is not a licensed attorney. Which of the following activities would be considered an unauthorized practice of law?

.

Preparing financial statements for prospective clients.

.

Helping clients to identify their financial planning goals.

.

Preparing a last will and testament for her client.

.

Referring clients to her brother, Ted, who is a licensed attorney.

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