Estate Planning Strategies: Collective Wisdom, Proven Techniques
This book could create the new state-of-the-art of estate planning, written at the intersection of a high level of expertise and practical client application. A critical reference tool for the client looking for unbiased planning tools based upon multiple lifetimes of experience (and written in English for non-lawyers), this work contains a plethora of useful material for the practitioner in the financial planning, legal, and accounting fields as well. What makes this work so fascinating is its approach in the delivery of dozens of experts over multiple topics, complete with enough overlap to create an inherent second opinion. --Andrew Samalin, Samalin Investment Counsel, LLC, Mount Kisco, New York;This book is a treasury of wisdom, usable suggestions, and resource information that will be of great benefit to readers. Its broad coverage will appeal to the novice as well as the seasoned professional. --Burk Rosenthal, CFP, ChFC, CRC, CFS, President of Rosenthal Retirement PlanningWealthCounsels new book, Estate Planning Strategies, clearly shows the reader who has an interest in preserving and protecting his or her hard-earned wealth the procedures to make sure those dollars and benefits go to the ones they love. Written and edited by experienced estate planning experts, it flows, is easy to follow, and has good illustrations and flowcharts to boot. --John J. Checki Jr., CPA, CFP, CRC, Richardson, TexasThis book is a treasury of wisdom, usable suggestions, and resource information that will be of great benefit to readers. Its broad coverage will appeal to the novice as well as the seasoned professional. --Burk Rosenthal, CFP®, ChFC®, CRC®, CFS, President of Rosenthal Retirement Planning, LPThis book could create the new state-of-the-art of estate planning, written at the intersection of a high level of expertise and practical client application. A critical reference tool for the client looking for unbiased planning tools based upon multiple lifetimes of experience (and written in English for non-lawyers), this work contains a plethora of useful material for the practitioner in the financial planning, legal, and accounting fields as well. What makes this work so fascinating is its approach in the delivery of dozens of experts over multiple topics, complete with enough overlap to create an inherent second opinion. --Andrew Samalin, Samalin Investment Counsel, LLC, Mount Kisco, New York