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Status: 
| Verfasst von: | Urist, George |
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| | Ama, Courtney |
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| Titel: | Selected Estate Planning Cases and the Lessons They Taught Us |
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| Verlagsort: | Denver |
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| Verlag: | Financial Planning Association |
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| Jahr: | 2023 |
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| Inhalt: | Financial planners have a unique perspective on their clients' estate planning wishes and the challenges they face in addressing this important topic. This article presents several case studies that highlight the importance of covering estate planning during client reviews. The first case study involves a client who procrastinated on updating her estate plan and, as a result, her assets were not distributed according to her wishes. The second case study demonstrates the importance of clear communication between clients, attorneys, and financial planners to avoid misunderstandings and unnecessary complications. The third case study focuses on the challenges of distributing assets to charities listed as beneficiaries, highlighting the need for accurate contact information and proactive communication. The final case study emphasizes the role of financial planners in advocating for vulnerable clients and addressing potential red flags. The article concludes with best practices for financial planners to ensure effective estate planning for their clients. |
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| ISSN: | 1040-3981 |
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| Titel Quelle: | Journal of financial planning (Denver, Colo.) |
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| Jahr Quelle: | 2023 |
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| Band/Heft Quelle: | 36, 10, S. 28-32 |
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| URL: | http://www.ub.uni-heidelberg.de/cgi-bin/edok?dok=https%3A%2F%2Ffanyv88.com%3A443%2Fhttps%2Fsearch.proquest.com%2Fdocview%2F2873565426 |
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| Sprache: | English |
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| Sach-SW: | Client relationships |
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| | Estate planning |
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| | Financial planners |
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| Verknüpfungen: | → Sammelwerk |
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