TITLE

Avoiding Estate-Planning Traps

AUTHOR(S)
Dituri, Justin
PUB. DATE
November 2001
SOURCE
Advisor Today;Nov2001, Vol. 96 Issue 11, p32
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Stresses that annuity contracts are important tools for financial planners in the United States (U.S.). Estate-planning questions to think about when working with annuities; Significance of the Internal Revenue Code in the U.S.; Questions that a planner should ask to understand the settlement options in the contracts he or she is selling.
ACCESSION #
5482953

 

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