(Free) Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors
| #1087382 in Books | Fithian | 2000-04-13 | Ingredients: Example Ingredients | Original language:English | PDF # 1 | 9.43 x.99 x6.14l,1.23 | File Name: 0471380407 | 271 pages | Values Based Estate Planning A Step by Step Approach to Wealth Transfer for Professional Advisors
||0 of 0 people found the following review helpful.| This is a hard topic to cover for such a wide audience|By Hello From Here|The concepts are very good but the application is too simple. In trying to cover this detailed and personal issues for too wide of an audience you end up losing the benefits most of the insights. The concept is covered elsewhere for specific audiences in a much better light.
Bottom line, I l|From the Back Cover|Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history,
Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once and for all. <...
[PDF.qn12] Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors Rating: 3.59 (634 Votes)
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You easily download any file type for your gadget.Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors | Scott C. Fithian. I was recommended this book by a dear friend of mine.