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Financial Planning / Tax Strategies


Subject:  Re: 1099 R overstated Date:  5/20/2010  11:32 AM
Author:  JAFO31 Number:  110470 of 127549

TMFPMarti: "Greetings from Kansas, where I appear in court today to get approval to administer the estate of a childhood friend who died April 6. He broke the longstanding family tradition of DIY estate planning and actually had a will."

Phil, I am sorry for your loss. And you are a kind soul for undertaking to serve as executor.

Best wishes, JAFO
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