Wealth Preservation: How to Start and Develop an Estate Planning Practice

Book Description

Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice.

Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists.

But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including:

Methods for developing estate planning business among established clients
Prospecting how-to's for finding and qualifying new clients
All of the documentation you'll need in ready-to-use format
n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits
Worksheets that let you calculate estate taxes quickly and effortlessly—without expensive computer hardware and software
An original information storage and retrieval system

A total guide to planning, building, managing, and marketing a thriving estate planning practice

In this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy:

Clearly explains how to start your own estate planning practice
Guides you step-by-step through the entire estate planning process
Shows you how to work with attorneys and clients to develop a solid estate plan
Describes techniques for selling estate planning services to old and new clients
Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more
Supplies all of the crucial documentation you'll need in your practice
Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances
Includes worksheets that make calculating estate taxes quicker and easier than ever
Provides a complete client fact-finding form for gathering personal and financial information

Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.

Customer Reviews:

Be Careful.......1999-12-21

Be careful about the unauthorized practice of law. An accountant or financial planner cannot legally write a Will or a Trust document. No lawyer worth his salt would sign off on a document drafted by someone who the state has not allowed to practice law.

Book Description

Over the past few years the application of mentoring in business has risen steeply and more organizations than ever are seeking to utilize its power. 'Implementing Mentoring Schemes' constitutes the most comprehensive and up-to-date coverage of the design, implementation, evaluation and revitalization of mentoring schemes.

Although it can be used as a practical "how-to" guide on implementing mentoring schemes, it is ultimately a book that promotes best practice, combining academic research and case studies with many years of practical experience to produce expert advice. It enables readers to fully understand mentoring and to create state-of-the-art programs. In addition, it establishes a tenable case for mentoring that will greatly assist readers in promoting programs within their organization.

Provides a comprehensive, up-to-date guide on mentoring schemes.
Illustrates the importance of mentoring schemes for organisations
Includes real-life case studies including British American Tobacco (BAT), British Telecom (BT) and Proctor and Gamble

Customer Reviews:

Good resource to learn from........2006-11-10

I used this book to prepare for a presentation on how and why to implement a mentoring program at my alma mater. It really helped me understand some things that we'd learned the hard way two years earlier during a failed attempt to get a mentoring program started. The only downside was that the focus of the book was on mentoring in businesses, so I had to adapt some of the ideas and reasoning to our situation at the college. This book is a really valuable tool for anyone looking to get a mentoring program started in their organization.

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Implementing Mentoring Schemes
KLAS CLUTTERBUCK AN
Manufacturer: BUTTERWORTH HEINEMAN
ProductGroup: Book
Binding: Paperback
ASIN: B000JZ6Q9U

Book Description

In the first half of this century, Henry Ernest Sigerist was widely regarded as the world's leading historian of medicine. A brilliant teacher and lecturer, Sigerist made medical history exciting and relevant for a whole generation of young physicians, medical students, historians, and the general public. A Marxist sympathizer and advocate of socialized medicine, he also had an enormous and controversial influence on the medical politics of his time. In Making Medical History historians Elizabeth Fee and Theodore M. Brown bring together individuals from various disciplines, many of whom knew Henry Sigerist, all of whom help to illuminate why, thirty-five years after his death, he continues to be revered by many public health professionals and medical historians.

Sigerist came to the Johns Hopkins Institute of the History of Medicine in 1932, arriving from Leipzig to succeed William Henry Welch as director. During Sigerist's tenure at Hopkins, his many accomplishments included founding the leading scholarly journal in the field, the Bulletin of the History of Medicine; transforming the American Association for the History of Medicine into a professional organization; and recruiting and mentoring such luminaries as Owsei Temkin, Ludwig Edelstein, and Erwin Ackerknecht.

Organized into three main sections--biographical, historiographical, and political--Making Medical History includes discussions of Sigerist's influence on the history of medicine, medical sociology, and health policy. Today, as the American health care system undergoes tremendous structural changes, Sigerist's work and vision are newly relevant, and his dramatically effective presentation of medical history will come as a revelation to a new generation of readers.

Contributors: Nora Sigerist Beeson, Marcel H. Bickel, Theodore M. Brown, Leslie A. Falk, Elizabeth Fee, John F. Hutchinson, Ingrid Kästner, Walter J. Lear, Michael R. McVaugh, Genevieve Miller, Milton I. Roemer, Owsei Temkin, Ilza Veith, and Heinrich von Staden.

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The Hubble Space Telescope has made some of the most dramatic discoveries in the history of astronomy. From its vantage point 600km above the Earth, Hubble is able to capture images and spectra that would be difficult or impossible to obtain from the ground. This volume represents some of the most important scientific achievements of the Hubble Space Telescope in its first decade of operation. Written by world experts, the book covers topics ranging from our own solar system to cosmology. Chapters describe cutting edge discoveries in the study of Mars and Jupiter, of stellar birth and death, of star clusters, of the interstellar medium, of our own Milky Way Galaxy and of other galaxies, of supermassive black holes, and of the determination of cosmological parameters, including the age and ultimate fate of our universe. This is an indispensable collection of review articles for researchers and graduate students.

Book Description

This volume covers the rapidly developing field of complexity studies with the underlying theme that complexity is to be found everywhere. The volume discusses many chemical applications and offers a comprehensive coverage of complexity and the ways in which it may be measured, complexity indices, complexity measures based on Shannon's information theory, and thermodynamic complexity. Complexity: Introduction and Fundamentals provides a valuable source of reference for graduates and researchers for mathematical chemistry.

Customer Reviews:

From a chemical viewpoint.......2004-08-05

Complexity is a topic that has been discussed in chemistry for several decades, as witness Ilya Prigogine's seminal works on this issue. For chemists wanting a good current expository text, that does not assume any prior knowledge of it, try this work by Rouvray.

There is much overlap between studying complexity and information theory. Indeed, this book has a chapter devoted to Shannon's theories. But, as befits a book for chemists, that chapter is toward the end. Instead, Rouvray talks about complexity in the context of thermodynamics. [You do remember most of your thermo books, don't you?] Then we are shown how complexity can be quantified in so-called complexity indices, for various molecules.

Then there is a discussion of how molecular complexity might be correlated to the difficulty of synthesis of such molecules. Hopefully, your chemical intuition can come into play, making complexity far more understandable.

Book Description

Are they needed? To be sure. The Darwinian industry, industrious though it is, has failed to provide texts of more than a handful of Darwin's books. If you want to know what Darwin said about barnacles (still an essential reference to cirripedists, apart from any historical importance) you are forced to search shelves, or wait while someone does it for you; some have been in print for a century; various reprints have appeared and since vanished."
—Eric Korn,Times Literary Supplement

Charles Robert Darwin (1880-1882) has been widely recognized since his own time as one of the most influential writers in the history of Western thought. His books were widely read by specialists and the general public, and his influence had been extended by almost continuous public debate over the last 130 years. New York University Press' edition makes it possible for the first time to review Darwin's public literary output as a whole, plus his scientific journal articles, his private notebooks, and his correspondence.

This is the first complete edition containing all of Darwin's published books, featuring definitive texts recording original paginations with Darwin's indexes retained. All illustrations and plates are presented, inclucing 82 color plates of birds and mammals and several folding maps and plates. The set also features a general introduction and index, and textural introductions in each volume.

Book Description

'Pamela under the Notion of being a Virtuous Modest Girl will be introduced into all Familes,and when she gets there, what Scenes does she represent? Why a fine young Gentleman endeavouring to debauch a beautiful young Girl of Sixteen.' (Pamela Censured, 1741) One of the most spectacular successes of the burgeoning literary marketplace of eighteeent-century London, Pamela also marked a defining moment in the emergence of the modern novel. In the words of one contemporary, it divided the world 'into two different Parties, Pamelists and Antipamelists', even eclipsing the sensational factional politics of the day. Preached up for its morality, and denounced as pornography in disguise, it vividly describes a young servant's long resistance to the attempts of her predatory master to seduce her. Written in the voice of its low-born heroine, but by a printer who fifteen years earlier had narrowly escaped imprisonment for the seditious output of his press, Pamela is not only a work of pioneering psychological complexity, but also a compelling and provocative study of power and its abuse. Based on the original text of 1740, from which Richardson later retreated in a series of defensive revisions, this edition makes available the version of Pamela that aroused such widespread controversy on its first appearance.

Customer Reviews:

Of dubious moral value.......2007-09-23

Samuel Johnson considered the plot of this book to be dreadful; rather, he thought one should read it for the sentiment. Unfortunately, that sentiment does not and should not play well in the 21th century. What's more interesting is that it didn't necessarily play well in the 18th century, either. Both Henry Fielding (SHAMELA--brilliant) and Eliza Heywood(ANTI-PAMELA) took it to task. The publication of this novel created divided literary society into two camps--the Pamelists and the Anti-Pamelists.

Why all the fuss and feathers? It's a fairly straight-forward story wherein a young servant girl of great virtue overcomes the lascivious and debauched designs of her employer to tame his passions and to convert him to virtue and marriage. At that point, Society, as represented by his sister, shows its violent disapproval of Pamela's sinning above her station. However, Pamela's virtue and her Christian faith overcome even this object and she and her husband go on to live happily ever after.

As a plot, it's simple, but melodramatic; frankly, the Victorians would blush. Furthermore, the characters are never fully rounded, but too often stick-figure representations of specific virtues and/or vices. For about the first 160 pages, one has a pretty good description of the power relationship between master and servant, but after that, to the modern reader, it turns into a sado-masochistic relationship wherein Pamela comes to identify with her abuser--and Mr. B does abuse her, even by the standards of the 18th century. Also, there's the technical execution--even by the standards of the 18th century, the narrative becomes repetitive and self-circling in a fashion one does not see in Fielding or Heywood or even Defoe. All-in-all, one reads this really only to understand what Fielding and Heywood are rightly mocking.

I read most of Volume I and just couldn't take any more!.......2007-09-13

I am generally a huge fan of 18th century Literature (even if I have not had any formal education in it), but I couldn't STAND this book! Pamela herself is a complete Mary Sue, to use the fanfiction term- she is a picture of perfection in every way, though she is so insistent about how good and chaste she is that some times I just wanted to smack her! Her would-be seducer, on the other hand, is so inconsistent in his behavior that I sometimes wondered if he was the same person. Here is a man who will go to ridiculous lengths to get what he wants (He even gets his housekeeper to hold Pamela down so he can forcibly rape her!) and then drones on and on about how she is the best, most beautiful, most virtuous of women, etc. You would think that after their marriage he would be reformed, but he soon starts making silly arbitrary rules that his new wife must follow, as if apparently her only purpose was to please him- and she begs for even more of these "wise injunctions"! Some of the other characters display the same illogicality: the neighboring gentry in Lincolnshire do nothing to help her when they know she is being held against her will, and then turn around and give more of the same speeches on Pamela's perfection as if nothing had happened! The fact that Pamela is "rewarded" with marriage to the same man who spent so much of his time trying to ruin her, and that she goes on as if he were the most honorable man in the world is alone cause for complaint. I think my only consolation for having wasted so much of my free time on reading this will be being able to understand Shamela and Anti-Pamela.

Samuel Richardson's "Pamela" was the first English Bestseller!.......2007-03-17

Pamela was published in 1740 quickly becoming a popular work of fiction. Britain was becoming a literate nation and novel reading was becoming a popular pastime in English homes. Samuel Richardson (1689-1761) was a printer whose novels were epistolatory (all of them are written in the forms of letters-in Pamela her letters are to her parents who have become very poor.)
Pamela is a maid in the home of the wealthy Mrs. B. The good lady dies and we see Master B the scion of the family seeking to seduce the virtuous 16 year old girl. Pamela is abducted and taken to an isolated estate being held in genteel captivity by servants in the employ of Master B.
Pamela seeks to escape but her plans are foiled. She falls in love with Mr B. In part two we see Pamela being introduced into polite society by her wealthy husband. We even learn that he has fathered a child by a woman now living in Jamaica who was once his mistress. The novel ends with virtue triumphant as the good Christian Pamela becomes a trophy wife of Mr. B.
The plot, therefore, is a simple one in which a Cinderella/Jane Eyre heroine spotless for her virginal purity wins the heart of a rake. What makes Richardson worth reading is his psychological depth in analyzing why characters acts as they do in the objective world.
Pamela is much shorter in pagination that the massive Clarissa novel of 1747 (over 1500 pages long!) and is lighter in tone. There are comic characters presaging the work of Dickens in the Victorian age. Clarissa Harlowe is a rich young lass while Pamela comes from the ranks of the lowborn seeking to exist in a very class bound conservative social milieu.
The characters speak in high-flown language which makes the 21st century reader skeptical that anyone (much less a teenaged Pamela could speak or write in such words!) The second half of the novel is slow and
somewhat tedious as we see the happily married Pamela tell us how great Mr. B is and how grateful she is to him to have been elevated to a higher social class than the one in which she was born. This old novel would not win applause by modern day feminists!
The novel does have more movement than the very static "action" in "Clarissa." We travel to eighteenth century manor homes; inns on the roadside and see the slow pace in which life was lived in the
English countryside.
This novel would be parodied by the witty Henry Fielding who wrote "Shamela" in imitatiion of the pieties uttered in prose by Richardson.
Anyone who is interested in the birth of the English novel needs to read
"Pamela." It has its moments and its dull stretches but it is worthy of attention for its historical and literary importance.

Saucy, engaging 18th century soap opera...and more!.......2006-10-25

NOTE: I have read several editions of Pamela, and they vary quite a bit, as Richardson frequently revised his books. I can't say one version is better than another, so this review is general to all the ones that I have read.

REVIEW: This novel written in the form of letters started a revolution in fiction, and was an enormous best seller in its own day and beyond. Pamela, the working class heroine, was loved, hated, imitated and satirized. She was called a model of female virtue, a conniving slut, and everyting in between, and plenty has been written on all sides of the question.

What was all the fuss about? Well, for one thing the story is a cliff-hanger, with the teenage heroine constantly escaping danger at the last moment. In addition to suspense, this book also gives insights into the 18th century British class system, the status of women, and the then quite radical ideas of social mobility and self-improvement. Richardson did something quite innovative when he created a heroine who was young, rural and from the servant class. His point was that a working class woman of good morals and good sense could be just as worthy of admiration as the upper class ladies who had always played the starring roles in serious works of literature.

But if you're not writing a scholarly paper on Pamela, never mind all that. Pamela is an engrossing novel with lots of momentum, intresting characters, a quirky love story, and a happy (maybe) ending.

Like an overactive Dyson, it sucks you in.......2006-09-17

Reading Pamela is like seeing a car accident along the road. Within ten pages, I hated myself for looking on, but somehow I just couldn't turn away. Largely, I hated her--Pamela's continual musing about her virtue to her parents, and how all the other servants love her and all that, is why some novels just shouldn't be written in the first person. But still, it sucks you in, like an addiction, like a tornado, like a vacuum cleaner.

The basic story is this: Pamela is a servant girl (a very virtuous one, as she will tell you again and again), and her master repeatedly seeks to destroy that virtue, through a variety of devious, occasionally outlandish tricks. He eventually even goes so far as to kidnap her. I can't go beyond that without giving away the ending, though I must say any real woman would not have done what Pamela ends up doing at the end, if she were treated the way Pamela gets treated in this book.

As much as Pamela is an icon of cloying, annoying feminity, this is absolutely a must-read book, and it deserves four stars. Why? Because, like I said, it sucks you in, which is what any fun read should do. Also because you simply can't understand the history of the English novel without reading this--the first huge, massive, unbelievably big best seller of English novels. This book is why ordinary people first began naming their daughters "Pamela"--before this novel, Pamela was an obscure name. Moreover, you can't appreciate Henry Fielding's Shamela, or Eliza Haywood's Anti-Pamela, without reading this first. The book was so popular in its day it spawned lots of hilarious satires like these two. So read Pamela, then purge yourself of all virtue by following it with Shamela and Anti-Pamela.

One last point: This particular edition is a very good choice, because it's based on the original edition that Richardson published. Richardson made later corrections in other editions to attempt to address some of the criticisms people made of his heroine. But the original is what prompted the big "Pamela craze" and all the satires, so I'd recommend getting a copy modeled on it.

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Pamela; or Virtue Rewarded: Volume 1
Samuel Richardson
Manufacturer: Adamant Media Corporation
ProductGroup: Book
Binding: Paperback

Contemporary | General | Literature & Fiction | Subjects | Books
ASIN: 0543784185
Release Date: 2002-04-15

Book Description

This Elibron Classics book is a facsimile reprint of a 1902 edition by William Heinemann, London.

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Pamela, or Virtue Rewarded
Samuel Richardson
Manufacturer: Hard Press
ProductGroup: Book
Binding: Paperback
ASIN: 1406932922
Release Date: 2006-11-03

Pamela, or, Virtue rewarded (Penguin classics)

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Pamela, or, Virtue rewarded (Penguin classics)
Samuel Richardson
Manufacturer: Penguin Books
ProductGroup: Book
Binding: Unknown Binding
ASIN: B0007BJ36O

Pamela Virtue Rewarded, Volume 1 [EasyRead Edition]

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Pamela Virtue Rewarded, Volume 1 [EasyRead Edition]
Samuel Richardson
Manufacturer: ReadHowYouWant.com
ProductGroup: Book
Binding: Paperback

Contemporary | General | Literature & Fiction | Subjects | Books

Psychological & Suspense | Thrillers | Mystery & Thrillers | Subjects | Books

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ASIN: 142504669X
Release Date: 2006-12-01

Book Description

Richardson 's novel is among the first English novels to explore the inner depths of human psychology. Told in a series of letters, his classic tale of a virginal serving maid pursued by her employer deals with matters that were unexplored when it was written in 1740. A true classic!

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Another Pamela Or Virtue Still Rewarded
Upton Sinclair
Manufacturer: The Viking Press
ProductGroup: Book
Binding: Hardcover
ASIN: B0007HDLKM

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Another Pamela Or Virtue Still Rewarded
Upton Sinclair
Manufacturer: VIKING PRESS
ProductGroup: Book
Binding: Hardcover
ASIN: B000UDUF5C

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Another Pamela or Virtue Still Rewarded
Upton Sinclair
Manufacturer: Viking Press
ProductGroup: Book
Binding: Hardcover
ASIN: B000NUM13G

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Another Pamela or, Virtue Still Rewarded
Upton Sinclair
Manufacturer: Viking Press
ProductGroup: Book
Binding: Hardcover
ASIN: B000NURS66

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Another Pamela or, Virtue Still Rewarded
Upton SINCLAIR
Manufacturer: Werner Laurie
ProductGroup: Book
Binding: Unknown Binding
ASIN: B0000CI7CX

Book Description

This major new practitioner work provides a complete analysis of the EC Council Regulation on Insolvency Proceedings, which takes direct effect in Member States without need for national legislation. The Regulation has a considerable impact upon insolvency proceedings throughout the EU, and is also of major significance to parties based outside the EU which have any kind of credit-based relationship with parties operating within the EU, or which have property interests located inside the EU. The book contains a series of topic-based narrative chapters, followed by a detailed article-by-article commentary on the Regulation itself, with cross-references to the preceding chapters. It is written by a small team of top specialists, including the three editors, and also draws upon the comments of a team of consultant experts across Europe. It will have international appeal to all law firms, libraries and institutions with a specialism in corporate or commercial law.

The European Insolvency Regulation: Law and Practice

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The European Insolvency Regulation: Law and Practice
Miguel Virgos
Manufacturer: Kluwer Publications
ProductGroup: Book
Binding: Hardcover

General | Administrative Law | Law | Subjects | Books

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ASIN: 9041120890

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