A lot of advisors, even the most reputable, groan when the word is uttered. Let's talk ethics, is like being told, Let's eat steamed broccoli. Sure, it's good for you, but yech. Well, if you want spice, look at the...
Rules, rules and more rules. Estate-planning professionals are barraged with mandates on what they should and should not do. So, in 1998, the Philadelphia Estate Planning Council (PEPC) decided to help its members...
