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A Practical Guide To Estate Planning

Matthew Burgess

0/5 ( ratings)

As the amount of intergenerational wealth transfer continues to increase rapidly, so does the importance of all forms of succession and estate planning. Ensuring appropriately crafted estate planning documents are in place is particularly critical.

A Practical Guide to Estate Planning is a comprehensive reference source for any adviser wanting to deliver client focused solutions in the area.

A methodical, plain English drafting approach and a generous use of practical examples help to ensure the Guide is user friendly. The Guide also references legislation and related materials to address all fundamental aspects of the estate planning process.

Format: ebook

Release: February 07, 2014

ISBN 13: 9780992421076

A Practical Guide To Estate Planning

Matthew Burgess

0/5 ( ratings)

As the amount of intergenerational wealth transfer continues to increase rapidly, so does the importance of all forms of succession and estate planning. Ensuring appropriately crafted estate planning documents are in place is particularly critical.

A Practical Guide to Estate Planning is a comprehensive reference source for any adviser wanting to deliver client focused solutions in the area.

A methodical, plain English drafting approach and a generous use of practical examples help to ensure the Guide is user friendly. The Guide also references legislation and related materials to address all fundamental aspects of the estate planning process.

Format: ebook

Release: February 07, 2014

ISBN 13: 9780992421076

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