Amusing Ethical Anecdote from CFP Exam Book

The following quote is from pg 82.16 of the KEIR comprehensive review for the CFP Certification Examination (A section on estate planning):

4. Jerry Harner wants to leave a cottage in the woods to his mistress after he dies. Jerry does not want the gift to be included in his will since it will be public and will be read by his wife. Jerry does not want his family to know about the gift during his lifetime, so he can avoid unpleasantness. Which of the following will be most likely to serve Jerry’s needs? …(list of various estate options)

And I thought texts like this were supposed to be the epitome of PC-ness…

Nick Aster is a new media architect and the founder of has grown to become one of the web's leading sources of news and ideas on how business can be used to make the world a better place.

Prior to TriplePundit Nick worked for Mother Jones magazine, successfully re-launching the magazine's online presence. He worked for, managing the technical side of the publication for 3 years and has also been an active consultant for individuals and companies entering the world of micro-publishing. He earned his stripes working for Gawker Media and Moreover Technologies in the early days of blogging.

Nick holds an MBA in sustainable management from the Presidio School of Management and graduated with a BA in History from Washington University in St. Louis.

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