TITLE

Good Grief

AUTHOR(S)
Gallo, Jon J.
PUB. DATE
August 2009
SOURCE
Journal of Financial Planning;Aug2009, Vol. 22 Issue 8, p32
SOURCE TYPE
Academic Journal
DOC. TYPE
Opinion
ABSTRACT
In this article the author discusses aspects in dealing with postmortem estate planning. He stresses that many postmortem estate plans require heirs to make complex decisions which they may not be able to make at that time. He discusses solutions for financial planners in assisting those dealing with grief. He points out that estate and financial planners need to deal with both facts and feelings to be effective and efficient.
ACCESSION #
43800566

 

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