When someone dies, heirs can be surprised to learn what the estate holds for them. They aren’t alone, either: Estates are often shrouded in some mystery even for the people who plan and manage them.
From WSJ “Your Money Matters: Getting going”.
In the estate planning area of the law two certifications are available to attorneys.
Week 1: Introduction & Personal Assessment
Glossary Of Terms.
FEEL Ask First Completed Form
FEL Ask First Blank Form
Week 7: Fixed Income Investing
Week 6: Equity Investing
Beware the ‘dumb money’ effects of investor sentiment on fund selection and investment returns.
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