The third edition of this handbook is designed to provide the working knowledge of estate planning fundamentals needed to select the right financial advisors and to keep consulting fees as low as possible. At the same time, it aims to give non-specialized professionals, such as lawyers, insurance agents, and stockbrokers, the a reference tool for dealing effectively with clients. The guide covers various aspects of the subject, including wills, probate, federal estate tax, community property, trusts, planning for children ...
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The third edition of this handbook is designed to provide the working knowledge of estate planning fundamentals needed to select the right financial advisors and to keep consulting fees as low as possible. At the same time, it aims to give non-specialized professionals, such as lawyers, insurance agents, and stockbrokers, the a reference tool for dealing effectively with clients. The guide covers various aspects of the subject, including wills, probate, federal estate tax, community property, trusts, planning for children and minors, planning for a spouse, life insurance and charitable contributions.
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Seller's Description:
Good. Good condition. Good dust jacket. 3rd edition. A copy that has been read but remains intact. May contain markings such as bookplates, stamps, limited notes and highlighting, or a few light stains.