A Challenge to Advisors: Talking the Talk, Walking the Walk

Walker, Lewis J.
October 2008
Journal of Financial Planning;Oct2008, Vol. 21 Issue 10, p36
Academic Journal
The author reflects on decisions that people can make regarding their financial futures. Steps that people can take to ensure that they are able to leave something to their families after they die and that their wishes are fulfilled are discussed, including wills, health directives and trusts. Challenges that exist in the financial services industry relating to estate planning are mentioned.


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