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How financial planners can add value to the estate planning

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Reference no: EM131100234

Assignment

Read the article: "How Financial Planners Can Add Value to the Estate Planning Process." by Bruce Weininger. The article discusses ways that the planner can work with clients to build flexibility into the estate plan and the role the planner can play in implementation. In 3-5 short paragraphs, (1) critically assess one of the key statements or main theses of the author.

Reference no: EM131100234

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