Updated Tuesday, July 22, 2014 as of 7:40 PM ET

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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.”

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