broker-client relationship Archives

01 Jul

Delegation in Investment Accounts – Hull on Estate and Succession Planning Podcast #119

July 1, 2008 Hull & Hull LLP Hull on Estate and Succession Planning, Podcasts Tags: accounts, assets, broker-client, broker-client relationship, checks, Children, cottage, delegation, delegation rule, diversified, diversified portfolio, family, family cottage, fiduciary, funds, Grandchildren, help, Hull on Estate and Succession Planning, intention, interest, Investment, Investment Accounts, investor, mutual, mutual funds, Planning, Podcasts, portfolio, Professional, professional help, property, prudent, Prudent Investor Rule, recreational, recreational property, relationship, rule, widow 0 Comments

Listen to Delegation in Investment Accounts

This week on Hull on Estate and Succession Planning, Ian and Suzana discuss delegation issues that arise when dealing with Investment Accounts and address a listeners question about the family cottage.

Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.

Tag: broker-client relationship

Delegation in Investment Accounts – Hull on Estate and Succession Planning Podcast #119

SEARCH

SUBSCRIBE TO OUR BLOG

CONNECT WITH US

CATEGORIES

ARCHIVES

TWITTER WIDGET