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Values-Based Estate Planning

Values-Based Estate PlanningEstate planning consists of more procrastination, indecision, and inertia associated 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. Written by Scott C. Fithian, this book 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.

Fithian is the founder and president of The Legacy Companies. They are internationally recognized for their values-based approach to family wealth transfers.

Purchase this book on Amazon.

Tags: Books

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Values-Based Estate Planning

Values-Based Estate PlanningEstate planning consists of more procrastination, indecision, and inertia associated 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. Written by Scott C. Fithian, this book 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.

Fithian is the founder and president of The Legacy Companies. They are internationally recognized for their values-based approach to family wealth transfers.

Purchase this book on Amazon.

Tags: Books

FacebookTwitterLinkedIn

Values-Based Estate Planning

Values-Based Estate PlanningEstate planning consists of more procrastination, indecision, and inertia associated 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. Written by Scott C. Fithian, this book 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.

Fithian is the founder and president of The Legacy Companies. They are internationally recognized for their values-based approach to family wealth transfers.

Purchase this book on Amazon.

Tags: Books

FacebookTwitterLinkedIn