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Financials (Planning And Working From Home)
Personal Financial Planning with Financial Planning Software and Worksheets
$9.94
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. brbrMost clients understandably find planning concepts and strategies confusing, but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach, advisors can: br* Help clients discover and solidify their deepest values, convictions, and objectives relative to their money br* Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement br* Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process brbrClarifying your clients priorities and personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations not to mention accepting one s own mortality is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come.
$27.98
Financial And Estate Planning Guide (16th Edition)
$69.02
Estate planning is more important than ever, and it's no longer just for the very rich. PToday's middle-class millionaires--created by the booming stock and real estate markets--have more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on: ul liDisability planning liLiving trusts; asset protection through long-term planning liFamily limited partnerships /ul PWritten by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, iProtect Your Estate/i, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.
$0.25
Advising The Elderly Or Disabled Client : Legal, Health Care, Financial And Estate Planning (1999 #1)
$100.00
Gaining And Maintaining Wealth: A Guide To Financial & Estate Planning
$18.94
Estate Planning after the 2001 Tax Act is a step-by-step guide and sourcebook to help financial advisers navigate the estate planning?related changes in the tax code brought on by the 2001 Tax Relief Reconciliation Act. The author, estate planning expert and lawyer Martin Shenkman, provides a sound rationale for comprehensive estate planning and a host of invaluable planning techniques to address the uncertainties the new rules pose.
$28.30
As the baby boom generation creeps up on retirement age, estate planning is becoming an issue of increasing concern. Written by the former personal finance columnist for USA Today , this book demystifies the complicated, often confusing world of estate planning and offers basic strategies that everyone can use alone or with a professional planner.
$18.99
The author of Every Woman's Guide to Financial Security presents all one needs to know to make a will. For those who just need to know where to start, Last Minute Estate Planning provides an answer.
$0.25
divEconomic expert Frances Leonard shows every woman how to live her life with complete financial security./divdivMen and women arrive at maturity from different places. Women start retirement with less money than men. And most women die single, while most men die married. Each of these factors makes a critical difference in investment planning strategies
$0.33
bStanley Neeleman/bis a well-respected estate-planning attorney with more than 20 years of professional practice. He lives in Provo, UT.bCarla Garrity/bandbMitchell Baris/bare clinical psychologists specializing in family counseling. They live in Denver and Boulder, CO.Filled with real-life case examples,bEstate Planning for the Healthy, Wealthy Family/bcombines a positive attitude, deep psychological insight, and
$0.97
Estate planning is a vital part of a financial advisor's livelihood. While wealth accumulation is very important, wealth transference is a complicated process and should be comprehensive in order to avoid as much tax as possible.
$45.25
