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Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors - Hardcover
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...
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.
"About this title" may belong to another edition of this title.
- PublisherWiley
- Publication date2000
- ISBN 10 0471380407
- ISBN 13 9780471380405
- BindingHardcover
- LanguageEnglish
- Edition number1
- Number of pages271
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