The Life to Plan for After a Death

Lee, Shelley A.
February 2011
Journal of Financial Planning;Feb2011, Vol. 24 Issue 2, p20
Academic Journal
The article provides information about estate planning. According to John Jeff Scroggin of Scroggin & Co., the problem with keeping tangible assets received directly from dividends is that there may be no brokerage statements that may reflect these holdings. It says that estate tax and income tax are the issues that needs to addressed in estate planning. It mentions that financial advisers and estate attorneys should collaborate in dealing with a client's estate. It states that financial planners are more concerned dealing with the concern of the client's family, while estate lawyers are bound to represent solely client's interest.


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