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WealthManagement.com: Estate Planning Professionals - Concerned Yet Optimistic
Matthew McClintock and Jonathan A. Mintz | Trusts & Estates
WealthCounsel and Trusts & Estates unveiled the preliminary results of their annual electronic survey to identify trends in the industry and to probe the mindset of professional advisors regarding the impact of the economy on their clients. The results indicate that estate-planning professionals aren’t optimistic about the nation’s economy and cite partisan gridlock on Capitol Hill. Complete findings from the survey...