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Nine Steps to a Complete Estate Plan

Matthew Burgess

0/5 ( ratings)

The Nine Steps to a Complete Estate Plan 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 book is user friendly. The book also includes references to legislation and related materials to address all fundamental aspects of the estate planning process.
Specific topics addressed include:

personally owned assets;
superannuation;
trust assets;
interests in companies or partnerships; and
all relevant tax issues that arise.

Format: ebook

Release: July 23, 2014

ISBN 13: 9781925181173

Nine Steps to a Complete Estate Plan

Matthew Burgess

0/5 ( ratings)

The Nine Steps to a Complete Estate Plan 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 book is user friendly. The book also includes references to legislation and related materials to address all fundamental aspects of the estate planning process.
Specific topics addressed include:

personally owned assets;
superannuation;
trust assets;
interests in companies or partnerships; and
all relevant tax issues that arise.

Format: ebook

Release: July 23, 2014

ISBN 13: 9781925181173

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