Before planning, clients are asked to define values

King, Carole Ann
November 1998
National Underwriter / Life & Health Financial Services;11/16/98, Vol. 102 Issue 46, p29
Focuses on the growing movement in the financial services industry toward charitable-planning-focused financial and estate planning in the United States. Reasons for the trend; Increase sophistication of non-profit organizations in soliciting donors; Principles of values-based planning.


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