Values-Based Estate Planning : A Step-By-Step Approach to Wealth Transfers fo...

by Scott C. Fithian

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Values-Based Estate Planning : A Step-By-Step Approach to Wealth Transfers for Professional Advisors, Hardcover by Fithian, Scott C., ISBN 0471380407, ISBN-13 9780471380405, Like New Used, Free shipping in the US 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. Most clients understandably find planning concepts and strategies confusing, but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach, advisors can: * Help clients discover and solidify their deepest values, convictions, and objectives relative to their money * Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement * Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process Clarifying your clients priorities and pers

• Publisher: Wiley & Sons, Incorporated, John
• Year: 2000
• Binding: Hardcover
• ISBN: 9780471380405
• Condition: Fine

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