Orderly Affairs: Pathways to Financial Freedom for Everyone

Upson, William M.; Klamm, Steven F.

ISBN 10: 0967898218 / ISBN 13: 9780967898216

Published by St. Bernie's Press, 2002

About this Item

New Inside and Outside. Clean and crisp pages w/no markings! You will be pleased. Excellent book! ( z1s203D ) ** Fast Shipping**.

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Bibliographic Details

• Title: Orderly Affairs: Pathways to Financial Freedom for Everyone
• Publisher: St. Bernie's Press
• Publication Date: 2002
• Language: English
• ISBN 10: 0967898218
• ISBN 13: 9780967898216
• Binding: Paperback
• Condition: New
• Weight: 10 ounces

About this title

Synopsis

Do you feel that managing your financial affairs is getting to be more and more complex and out of reach?

Are you uncertain what you can or should be doing to ensure you have a secure and comfortable retirement?

With insights from their many years in financial consulting and legal practice, the authors of this book help you navigate through much of the uncertainty in attaining your financial goals.

About the Author

William M. Upson, Chartered Life Underwriter, Chartered Financial Consultant, and his firm, Strategic Asset Management Group, have provided investment counseling, tax planning and insurance advisory services since 1982. The primary focus of his practice is succession planning, income and estate planning, and the development of funding solutions for many charities.

Steven F. Klamm, Esq., has devoted more than 19 years to the practice of law in the areas of tax and estate planning. His expertise has provided substantial income, estate and gift tax savings to clients. He also regularly advises trustees on the administration of trusts.