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5.0 out of 5 stars Comprehensive Estate Planning Information, November 16, 2011
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Shilling provides tremendous resources in the book "Financial Planning for the Older Client." Shilling supports most of the guidance in the book with an endless number of reliable citations. This book inspired me to write a book on estate planning titled "Direction Memo(tm)" which is a workbook to help individuals create a place to organize all their financial and personal information as well as provide guidance to loves ones not covered in traditional estate planning.Direction Memo(TM): How to Write a Letter of Instructions for Your Estate Plan
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Financial Planning for the Older Client
Financial Planning for the Older Client by Dana Shilling (Paperback - Jan. 2002)
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