0 votes, 0 avg 0 NISM-Series-X-A: Investment Adviser (Level 1) Certification CHAPTER 1: INTRODUCTION TO PERSONAL FINANCIAL PLANNING 1 / 33 1. What does estate planning primarily involve? a. Avoiding tax implications in wealth transfer b. Maximizing inter-generational transfer of wealth c. Choosing short-term wealth transfer tools d. Legal aspects of entitlements Estate planning primarily […]
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