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Values-Based Estate Planning
- A Step-by-Step Approach to Wealth Transfer for Professional Advisors
- Binding:
- Hardback
- Pages:
- 272
- Published:
- April 11, 2000
- Dimensions:
- 156x240x25 mm.
- Weight:
- 511 g.
Delivery:
2-4 weeks
Expected delivery: December 8, 2024
Description of Values-Based Estate Planning
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.
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