Module Eight Online Assignment Managing by the Numbers Katherine Potter knew a good thing when she saw it. At least, it seemed so at first. She was traveling in Italy when she spotted pottery shops that made beautiful products ranging from ashtrays to lamps. Some of the pottery was stunning in design. Katherine began importing … Read more
Read the article: “How Financial Planners Can Add Value to the Estate Planning Process” by Bruce Weininger. (PDF FILE ATTTACHED IN DOCUMENTS QUESTION SECTION.) The article discusses ways in which the planner can work with clients to build flexibility into the estate plan and the role the planner can play in implementation. THEN READ THE … Read more