Updated Monday, May 4, 2015 as of 12:09 PM ET

Email This Article

Advisors Must Get a Handle on Estate Planning

Donald Jay Korn

“The financial advisor is critical, as he or she has the job of opening the estate and trust accounts," Peter Lang wrote in a white paper. "This can only be done once the will has been probated, the executor has been appointed, and a Tax Identification Number has been issued by the IRS.”

Login for Registered Users:

Log in below to email an article:

Advisors on the Move: Morgan Stanley Loses $750M Team
The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here