Finding Common Flaws in Estate Plans

Opiela, Nancy
October 2005
Journal of Financial Planning;Oct2005, Vol. 18 Issue 10, p38
Academic Journal
Presents an interview with several value planners on the problems related to estate planning, such as wills and power of attorney. David Kauffman of Ferris Baker Watts; Anneliese D'Souza of D'Souza Financial Strategies; Christopher M. Duffy of Capital Analysts of New England; Todd Amacher of Robertson, Griege & Thoele; Jon Gallo of Greenberg Glusker; Cynthia Zalewsky of Saratoga Investment Solutions; Randy Gerard of Bank of Blue Valley; John Cullum of Abacus Planning Group; David Berek of Frye Louis Capital Management.


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