The safe drinking water act limits the amount of pollution introduced into waterways. true or false? this would be false

You are a financial planner and you are preparing for a meeting with your new client, anne. what would you be most likely to ask anne to bring to the meeting with her? a. pictures of her children b. her parents c. any will d. sales records for her ex-husband's business

Which of the following is not a common estate planning goal? a. maximizing transfer costs. b. minimizing transfer taxes. c. providing for liquidity at death. d. fulfilling client's healthcare decisions.

Tracey is a financial planner who received his cfp designation. tracey does not have any other designations or licenses. although tracey's expertise is investment planning, he is anxious to expand his client base and is willing to assist clients with any area of financial planning. over the last month tracey engaged in the following activities with troy, a new client. a. during the initial meeting, tracey collected personal data about troy including the estate planning documents troy had previously executed. b. during the second meeting, tracey recommended the use of a trust to fulfill some of troy's estate planning goals. c. troy called tracey one afternoon and asked if tracey could explain the probate process to him, which tracey promptly did. d. tracey downloaded a copy of a generic will from the internet, filled in troy's information and gave the document to troy to be executed. of the activities above, which would be considered the unauthorized practice of law?