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Article: More Than a Feeling : A personal legacy statement allows clients to pass along more than just financial assets to their heirs.
- Article from:
- Financial Planning
- Article date:
- August 1, 2001
CopyrightCOPYRIGHT 2001 Thomson Media. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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You are working with a CEO and his wife to create a sound financial plan. You want to create a balanced portfolio based on your clients' lifestyle and their goals for growth and income. You interview them about their vision for their future and their philanthropic interests. If you encourage an in-depth discussion during this part of the process, you will inevitably begin to know your clients as people with a history and a perspective that is uniquely theirs. Where have they come from and how did they get there? What was important to them along the way? What will be important for their families to know about them in the future? What will be their legacy? And, of utmost ...
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...Tony Blair is planning to use the moment of history in Northern Ireland on 8 May as the backdrop for his own departure from Downing Street. Mr Blair's aides said that he saw yesterday's historic agreement between the old enemies, the Sinn Fein president Gerry Adams and the the DUP leader, the Rev
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