Wednesday, January 09, 2008
The 10 Commandments of Estate Planning
Observations over a long period, coupled with the recognition of common themes and patterns, bring the appearance of “wisdom.” After 35 years in financial services, my estate planning wisdom comes to this: Clients make estate planning too simple — it’s more than simply about death, taxes, and probate. And advisors make estate planning too complicated — it’s more than simply about asset values, taxes, and complex planning strategies.
The 10 Commandments of Estate Planning
Source: Life Insurance Selling
The 10 Commandments of Estate Planning
Source: Life Insurance Selling
Permalink posted by armandn @ 11:53 AM 
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