Values-Based Estate Planning: A Step-by-Step Approach toWealth Transfer for Professional Advisors
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  • Honoring Your Values via Gifts and Bequests
Values-Based Estate Planning: A Step-by-Step Approach toWealth Transfer for Professional Advisors
Scott C. Fithian
Manufacturer: Wiley
ProductGroup: Book
Binding: Hardcover

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ASIN: 0471380407

Book Description

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 TM. With this approach, advisors can: