Presenting charitable planning strategies

Morrow, Edwin P.
April 1997
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p102
Academic Journal
Presents tips designed to assist financial planners in presenting charitable planning strategies to clients. Life insurance; Charitable remainder trust; Charitable lead trust; Charitable remainder qualified terminable interest property; Presentation software; Education, illustration and trustee services; Sales opportunities for the financial planner.


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