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 Distribution Phase 
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Joined: 01 Mar 2013
Posts: 15
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For time horizons, in some examples the CFAI includes the distribution phase as one of the time horizons and in others I don’t see it mentioned. Unless the question specifically mentions managing the estate after death, gifting assets, charitable bequets, etc… should we exclude distritbution as one of the time horizons?


30 May 2015
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Joined: 01 Mar 2013
Posts: 13
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I think that’s a fair assumption.
If the case study didn’t mention any desire for charity, estate, gift etc, then time horizon ends when the person dies.
If it is mentioned, than the time horizon would be multigenerational covering after death objectives


30 May 2015
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Joined: 18 Sep 2015
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The distribution phase is usually complicated when it comes to estate. Consult a lawyer in case of death, as they take a note of each and every detail and provide a legitimate conclusion.

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estate planning lawyer Centreville, VA


18 Sep 2015
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