Items related to Values-Based Estate Planning: A Step-by-Step Approach...

Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors - Hardcover

 
9780471380405: Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors

Synopsis

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 personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations not to mention accepting one s own mortality is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come.

Praise for Values-Based Estate Planning

"Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions."--Charles W. Collier, Senior Philanthropic Advisor, Harvard University

"This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients own values. Scott Fithian s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."--David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP

"Fithian s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners

"Scott s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"--Robert Keys, The Private Client Group

"synopsis" may belong to another edition of this title.

About the Author

SCOTT C. FITHIAN is the founder and president of The Legacy Companies, internationally recognized for its values- based approach to family wealth transfers. He is an innovative force within the financial services industry and has earned a reputation as the leading expert in values-based planning.

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, 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 SystemTM. 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 personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations?not to mention accepting one?s own mortality?is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They?ll thank you for generations to come.

    Praise for Values-Based Estate Planning

    "Scott Fithian?s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy?through the concept of social capital?which should be a key element to the planner?s inventory of client questions."―Charles W. Collier, Senior Philanthropic Advisor, Harvard University

    "This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients? own values. Scott Fithian?s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."―David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP

    "Fithian?s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client?s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners

    "Scott?s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"―Robert Keys, The Private Client Group

From the Inside Flap

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 SystemTM. 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 personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations?not to mention accepting one's own mortality?is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They?ll thank you for generations to come.

    Praise for Values-Based Estate Planning

    Scott Fithian's book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy?through the concept of social capital?which should be a key element to the planner's inventory of client questions.--Charles W. Collier, Senior Philanthropic Advisor, Harvard University

    This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients? own values. Scott Fithian's Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed.--David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP

    Fithian's view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client's total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors. & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners

    Scott's wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!--Robert Keys, The Private Client Group

"About this title" may belong to another edition of this title.

Buy Used

Condition: Good
Item in good condition. Textbooks...
View this item

FREE shipping within U.S.A.

Destination, rates & speeds

Search results for Values-Based Estate Planning: A Step-by-Step Approach...

Stock Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover

Seller: SecondSale, Montgomery, IL, U.S.A.

Seller rating 4 out of 5 stars 4-star rating, Learn more about seller ratings

Condition: Good. Item in good condition. Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00083526076

Contact seller

Buy Used

US$ 5.69
Convert currency
Shipping: FREE
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

Stock Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover

Seller: SecondSale, Montgomery, IL, U.S.A.

Seller rating 4 out of 5 stars 4-star rating, Learn more about seller ratings

Condition: Very Good. Item in very good condition! Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00089996375

Contact seller

Buy Used

US$ 5.69
Convert currency
Shipping: FREE
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

Seller Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover

Seller: ZBK Books, Carlstadt, NJ, U.S.A.

Seller rating 5 out of 5 stars 5-star rating, Learn more about seller ratings

Condition: good. Fast Shipping - Good and clean conditions used book. Pages and cover are intact. Limited notes marks and highlighting may be present. May show signs of normal shelf wear and bends on edges. Item may be missing CDs or access codes. May include library marks. Seller Inventory # ZWV.0471380407.G

Contact seller

Buy Used

US$ 5.70
Convert currency
Shipping: FREE
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

Stock Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover

Seller: Wonder Book, Frederick, MD, U.S.A.

Seller rating 5 out of 5 stars 5-star rating, Learn more about seller ratings

Condition: Good. Good condition. Very Good dust jacket. A copy that has been read but remains intact. May contain markings such as bookplates, stamps, limited notes and highlighting, or a few light stains. Seller Inventory # J11C-01177

Contact seller

Buy Used

US$ 5.99
Convert currency
Shipping: FREE
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

Stock Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover

Seller: ThriftBooks-Reno, Reno, NV, U.S.A.

Seller rating 5 out of 5 stars 5-star rating, Learn more about seller ratings

Hardcover. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less 1.01. Seller Inventory # G0471380407I4N00

Contact seller

Buy Used

US$ 6.45
Convert currency
Shipping: FREE
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

Stock Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover

Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.

Seller rating 5 out of 5 stars 5-star rating, Learn more about seller ratings

Hardcover. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less 1.01. Seller Inventory # G0471380407I4N00

Contact seller

Buy Used

US$ 6.45
Convert currency
Shipping: FREE
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

Stock Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover

Seller: ThriftBooks-Phoenix, Phoenix, AZ, U.S.A.

Seller rating 5 out of 5 stars 5-star rating, Learn more about seller ratings

Hardcover. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less 1.01. Seller Inventory # G0471380407I4N00

Contact seller

Buy Used

US$ 6.45
Convert currency
Shipping: FREE
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

Stock Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover

Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.

Seller rating 5 out of 5 stars 5-star rating, Learn more about seller ratings

Hardcover. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less 1.01. Seller Inventory # G0471380407I4N00

Contact seller

Buy Used

US$ 6.45
Convert currency
Shipping: FREE
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

Stock Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover

Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.

Seller rating 5 out of 5 stars 5-star rating, Learn more about seller ratings

Hardcover. Condition: Very Good. No Jacket. Former library book; May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less 1.01. Seller Inventory # G0471380407I4N10

Contact seller

Buy Used

US$ 6.45
Convert currency
Shipping: FREE
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

Stock Image

Fithian, Scott C.
Published by Wiley, 2000
ISBN 10: 0471380407 ISBN 13: 9780471380405
Used Hardcover First Edition

Seller: The Maryland Book Bank, Baltimore, MD, U.S.A.

Seller rating 5 out of 5 stars 5-star rating, Learn more about seller ratings

hardcover. Condition: Very Good. 1st Edition. Used - Very Good. Seller Inventory # 10-F-4-0133

Contact seller

Buy Used

US$ 2.46
Convert currency
Shipping: US$ 4.59
Within U.S.A.
Destination, rates & speeds

Quantity: 1 available

Add to basket

There are 28 more copies of this book

View all search results for this book