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Synopsis
Taking into consideration the latest changes in the tax code, an experienced financial planner explains, in a layperson's terms, every aspect of modern estate planning, from reducing estate taxes to capital investments, long-term care insurance, selecting the right financial advisor, and more. Reprint.
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About the Author
Kathleen Adams is a Certified Financial Planner, stockbroker, and insurance specialist with particular expertise in estate analysis, business succession planning, and employee benefit plan design. She is a frequent public speaker on these topics and on charity donation strategies for estate planning. She attended the University of California at Riverside and obtained a Master's Degree at Loyola Marymount University in Los Angeles.
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- PublisherNAL Trade
- Publication date2005
- ISBN 10 045121403X
- ISBN 13 9780451214034
- BindingMass Market Paperback
- LanguageEnglish
- Number of pages464
- Rating
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