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

by Scott C. Fithian

Book Overview

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...

• Format: Hardcover
• Language: English
• ISBN: 0471380407
• ISBN13: 9780471380405
• Release Date: April 2000
• Publisher: Wiley
• Length: 272 Pages
• Weight: 0.68 lbs.
• Dimensions: 0.9" x 6.5" x 9.5"

Customer Reviews

Honoring Your Values via Gifts and Bequests

Many estate planners fail to adequately understand a client's personal values and priorities and merely plug into a standardized will and trust setup. This book provides a systematic method for analyzing and implementing needs for personal financial security, gifts to family, and charitable giving. The audience for the book is clearly professional financial planners, but wealthy individuals will find the author's approach helpful.