TITLE

How to make headlines the hard way, part I

AUTHOR(S)
Duff, Richard W.
PUB. DATE
April 1997
SOURCE
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p36
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Part I. Discusses the errors that occur in estate planning in the United States. Includes the timing of wealth preservation; Overemphasis on revocable living trusts; Failure to complete life insurance planning; Mistaken individual retirement account and qualified plan account beneficiaries; Improper use of credit shelter trust; Lack of generation-skipping plan.
ACCESSION #
2128076

 

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