Help in Choosing an Estate Planning Firm

Post on February 14, 2011

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Help in Choosing an Estate Planning Firm

If you’re trying to decide on a retail brokerage to help you with your estate planning needs, especially as estate tax policies are changing, a study from the financial services research firm Corporate Insight may help.

The report, “Estate Planning: Dealing with Death and Taxes,” looked at estate planning online tools, resources and specialized services, as of last summer, at the various brokerage firms it tracks.

 

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