|
||||||||||||||||||||||||||||||||||||||
|
2 Reviews
|
Average Customer Review
Share your thoughts with other customers
Create your own review
|
|
14 of 16 people found the following review helpful:
5.0 out of 5 stars
Honoring Your Values via Gifts and Bequests
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,...
Published on May 31, 2000 by redline3
|
 |
0 of 3 people found the following review helpful:
2.0 out of 5 stars
"How to Hold the Hands of the Value-Challenged"
The PURPOSE of the book is what earns this low rating from me. My reading finds the book clearly organized, narratively pedantic and pleasant enough. What my reading DID NOT find was thorough direction on structuring an estate to perpetuate a trustor's values. It appears to me that the purpose of the book is to instruct planning professionals in counseling...
Published on December 23, 2007 by Jon Duringer
|
|
Most Helpful First | Newest First
|
|
14 of 16 people found the following review helpful:
5.0 out of 5 stars
Honoring Your Values via Gifts and Bequests,
This review is from: Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors (Hardcover)
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.
0 of 3 people found the following review helpful:
2.0 out of 5 stars
"How to Hold the Hands of the Value-Challenged",
By
This review is from: Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors (Hardcover)
The PURPOSE of the book is what earns this low rating from me. My reading finds the book clearly organized, narratively pedantic and pleasant enough. What my reading DID NOT find was thorough direction on structuring an estate to perpetuate a trustor's values.
It appears to me that the purpose of the book is to instruct planning professionals in counseling techniques useful for clients who DO NOT KNOW WHAT THEY HOLD HIGHEST. Perhaps many of the boomers slated for transition in the next 50 years don't know, thus creating demand for the counseling on counseling found in this book. Best of luck, y'all...see what ya can focus and not squander in dissolute vague best wishes.... |
|
Most Helpful First | Newest First
|
|
Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors by Scott C. Fithian (Hardcover - April 13, 2000)
$60.00 $37.80
In Stock | |
 
| ||
