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Values-Based Estate Planning

- A Step-by-Step Approach to Wealth Transfer for Professional Advisors

About 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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  • Language:
  • English
  • ISBN:
  • 9780471380405
  • Binding:
  • Hardback
  • Pages:
  • 272
  • Published:
  • April 11, 2000
  • Dimensions:
  • 156x240x25 mm.
  • Weight:
  • 511 g.
Delivery: 2-4 weeks
Expected delivery: January 25, 2025
Extended return policy to January 30, 2025
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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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