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Financial Planner

Category - Estate Planning

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Which of the following might you work with to analyze estate liquidity?

Attorneys
Tax preparers
Insurance agents
All of the above

Explanation

Answer: D - Analyzing estate liquidity is not complex, but it does require number crunching and dealing with fiduciaries and beneficiaries. You will generally coordinate with other financial professionals, such as estate planning attorneys, tax preparers, and insurance agents.

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