TITLE

ESTATE PLANNING FOR THE CALHOUNS: A CASE STUDY

AUTHOR(S)
Drake, Dwight J.; Whiteley, Kent
PUB. DATE
July 1994
SOURCE
Journal of Financial Planning;Jul94, Vol. 7 Issue 3, p116
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article is an estate planning analysis of a business owner and his family, based on an actual case completed by the authors. The study establishes the family's complex financial objectives of the family, and then describes the specific planning strategies used to meet those objectives.
ACCESSION #
5559746

 

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