The ethics of making professional referrals
Article Abstract:
The author discusses the ethical and practical importance of careful consideration before professional referrals are made in the estate planning industry.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2000
Commercial Banks, Trust, Fiduciary, and Custody Activities, Estate & Tax Planning
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2000
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Increase your business by correcting poorly planned trusts
Article Abstract:
The author discusses key financial and management options which should be considered in the creation of trusts in estate planning.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Trusts and trustees, Trustees, Trusts (Law)
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Improving effective estate planning for family-owned businesses
Article Abstract:
The authors discuss pros and cons regarding the qualified family-owned business interest deduction in estate and tax planning.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Planning, Taxation, Estate tax, Estate taxes, Family-owned business enterprises, Family-owned businesses
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Subjects list: United States, Management, Estate planning
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