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Which of the following would adequately describe the role(s) a CFP professional would have with clients when providing an estate plan? Maintain a fiduciary relationship
Which of the following would adequately describe the role(s) a CFP professional would have with clients when providing an estate plan?
Maintain a fiduciary relationship with clients.
Fully inform clients as to material facts which may affect their estate plan.
Keep a large and current overview of economic, tax, and other factors to recognize deficiencies in a plan.
Know when to consult with, or bring into the engagement, experts in an area where the practitioner may need assistance.
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