Values-Based Estate Planning: A Step-by-Step Approach toWealth Transfer for Professional Advisors

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Summary: Honoring Your Values via Gifts and Bequests
Review: Many estate planners fail to adequately understand a client's personal values and priorities and merely plug into a standardized will and trust setup. This book provides a systematic method for analyzing and implementing needs for personal financial security, gifts to family, and charitable giving. The audience for the book is clearly professional financial planners, but wealthy individuals will find the author's approach helpful.