Bequeathing
This is an oldy, but a goody!
"A hoary piece of stockbroker lore has a young broker asking a senior partner at the firm about his proudest accomplishment. The reply:
"Over the years I've gradually transferred the assets of my clients to my own name." "
This is a good, short read!
Scott Dauenhauer, CFP(r), MSFP, AIF(r)zzzzz
