Practice Standards

The impact on families and their property of financial and estate planning programs requires advisor competence, due diligence and adherence to an increasingly high level of practice standards. The current national economic uncertainty coupled with risks associated with multi-generational planning makes it even more difficult to deal with tax law variables and other potential changes. Therefore, 2003

The impact on families and their property of financial and estate planning programs requires advisor competence, due diligence and adherence to an increasingly high level of practice standards. The current national economic uncertainty — coupled with risks associated with multi-generational planning — makes it even more difficult to deal with tax law variables and other potential changes. Therefore, 2003 should be the year of The Flexible Estate Plan.

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