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

Scott C. Fithian




[PDF.kg58] Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors

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 | #515360 in Books |  Fithian |  2000-04-13 | Ingredients: Example Ingredients | Original language:English | PDF # 1 |  9.43 x.99 x6.14l,1.23 | File type: PDF | 271 pages

 | ISBN13: 9780471380405 | Condition: New | Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!

||0 of 0 people found the following review helpful.| This is a hard topic to cover for such a wide audience|By Hello From Here|The concepts are very good but the application is too simple. In trying to cover this detailed and personal issues for too wide of an audience you end up losing the benefits most of the insights. The concept is covered elsewhere for specific audiences in a much better light.

Bottom line, I li|From the Back Cover|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, h

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.
You can specify the type of files you want, for your gadget.Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors   |  Scott C. Fithian. I have read it a couple of times and even shared with my family members. Really good. Couldnt put it down.

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