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

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…

The Everything Wills and Estate Planning Book: Professional advice to safeguard your assests and provide security for your family (Everything Series)

Most Americans don?t have a will. They avoid estate planning because they don?t want to think about death or they think it?s too complicated. But this easy-to-follow guide takes the mystery out of the process. This book shows readers how easy it can be to plan for security and peace of mind. Readers learn how to write a will, create an estate plan, designate executors, choose trusts, reduce tax…