Ethics in estate planning

Article Abstract:

The author discusses ethical issues which may arise in the estate planning context. Development of a moral imagination may help financial planners see ethical alternatives. The author advises planners to avoid conflicts of interest initially, or to recognize them and inform clients of their implications.

Estate Planning, Financial Personnel, Conflict of interests (Agency), Financial occupations, Conflicts of interest

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The golden rule and financial service professionals

Article Abstract:

The author discusses the Golden Rule and encourages financial professionals to think about its value socially and professionally and to institute it in their practices. Treating others as you would wish to be treated is incorporated into professional ethics standards.

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Pinocchio, the agent, and integrity

Article Abstract:

The author discusses integrity as a value necessary for financial planners and accountants.

Standards, Accountants

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