• Title: Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors
  • Author: Scott C. Fithian
  • Released: 2000-04-13
  • Language: English
  • Pages: 271
  • ISBN: 0471380407
  • ISBN13: 978-0471380405
  • ASIN: 0471380407
From the Back Cover 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.

Most 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 SystemTM. With this approach, advisors can:

  • Help clients discover and solidify their deepest values, convictions, and objectives relative to their money
  • Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement
  • Serve as the team leader in advising clients and clients? other advisors on how to use the mission statement to direct the planning process
  • Clarifying 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.

    Praise for Values-Based Estate Planning

    "Scott Fithian?s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy?through the concept of social capital?which should be a key element to the planner?s inventory of client questions."—Charles W. Collier, Senior Philanthropic Advisor, Harvard University

    "This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients? own values. Scott Fithian?s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."—David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP

    "Fithian?s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client?s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners

    "Scott?s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"—Robert Keys, The Private Client Group



    About the Author SCOTT C. FITHIAN is the founder and president of The Legacy Companies, internationally recognized for its values- based approach to family wealth transfers. He is an innovative force within the financial services industry and has earned a reputation as the leading expert in values-based planning.

I have to say I love this idea, it solved a big problem.

Alexandria Hathaway
Steelville, Missouri

Why Actstr?

Easy

Your easy workspace evolves your ideas into finished products.

Fair

Cut through the clutter and get fair results in a fresh & exciting way.

Loyal

Actstr is a simple and powerful tool that automatically organizes for loyal results.

Definitely recommended. Great experience, which gave us a better perspective and helped to solve several business problems.

Madison Wisner
Buffalo, New York

Meet the Actstr team

Juan Pablo Montoya

Joshua Wisner

Warehouse Supervisor

Kyle Zimmerman

Maya Benson

Engineering

Cheryl Collins

Christopher Sanders

CEO

Pure and simple. You guys have nailed it.

Alizay Henderson
East Honolulu, Hawaii

Proudly Partenering With

Získejte registraci domén s tld .online, .space, .store, .tech zdarma!
Stačí si k jedné z těchto domén vybrat hosting Plus nebo Mega a registraci domény od nás dostanete za 0 Kč!
Objednat