Fithian scott c (32 Ergebnisse)

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Zustand: Very Good. 1st Edition. Former library copy. Pages intact with possible writing/highlighting. Binding strong with minor wear. Dust jackets/supplements may not be included. Includes library markings. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. …

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Hardcover. Zustand: As New. . . . . 8vo, hardcover. No dj, black cloth. Fine condition. Covers and contents crisp, clean, unworn, no marking or writing. Binding square and tight. 269 pp. Financial, Law, Legal, 0471380407.

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Hardcover. Zustand: Near Fine. No Jacket. 1st. First Edition, First Printing; black c w/gilt titles; 271 clean, unmarked pages.

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Hardcover. Zustand: Very Good. Zustand des Schutzumschlags: Very Good. 271 pp. Spine bumped. Jacket has light edgewear. Prev owner's name on front endpaper. Details the seven principles that are the basis for the Legacy Planning System, helping planners and financial advisors with the important process of estate planning. ; 8vo 8" - 9" tall.…

Zustand: New. pp. xvi + 271 Illus.

Zustand: New. In English.

Zustand: New.

Zustand: New. 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. Series: Wiley Nonprofit Law, Finance, and Management Series. Num Pages: 272 pages, Ill. BIC Classification: KNST; VSB. Category: (P) Professional & Vocational. Dimension: 244 x 165 x 22. Weight in Grams: 584. . 2000. 1st Edition. Hardcover. . . . .…

Hardback. Zustand: New. New copy - Usually dispatched within 4 working days.

Zustand: New. pp. xvi + 271.

Zustand: New. 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. Series: Wiley Nonprofit Law, Finance, and Management Series. Num Pages: 272 pages, Ill. BIC Classification: KNST; VSB. Category: (P) Professional & Vocational. Dimension: 244 x 165 x 22. Weight in Grams: 584. . 2000. 1st Edition. Hardcover. . . . . Books ship from the US and Ireland.…

Hardcover. Zustand: Brand New. 1st edition. 271 pages. 9.25x6.50x1.00 inches. In Stock.

Hardcover. Zustand: new. Hardcover. 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 System. 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!"--Ro Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability.…

LeatherBound. Zustand: New. BOOKS ARE EXEMPT FROM IMPORT DUTIES AND TARIFFS; NO EXTRA CHARGES APPLY. LeatherBound edition. Condition: New. Reprinted from 1903 edition. Leather Binding on Spine and Corners with Golden leaf printing on spine. NO changes have been made to the original text. This is NOT a retyped or an ocr'd reprint. Illustrations, Index, if any, are included in black and white. Each page is checked manually before printing. Pages: 268 As this print on demand book is reprinted from a very old book, there could be some missing or flawed pages, but we always try to make the book as complete as possible. Fold-outs, if any, are not part of the book. If the original book was published in multiple volumes then this reprint is of only one volume, not the whole set. Sewing binding for longer life, where the book block is actually sewn (smythe sewn/section sewn) with thread before binding which results in a more durable type of binding. Pages: 268 Language: English.…

Hardcover. Zustand: Brand New. 1st edition. 271 pages. 9.25x6.50x1.00 inches. In Stock. This item is printed on demand.