The Estate Planning Today Handbook

ISBN-13: 9781592800605 / Angielski / Miękka / 2003 / 172 str.

Louis S. Shuntich

Opis

Stay on top of your game - and your client's tax shelter options - regardless of changing regulations - with this compact, relevant new guide highlighting the 3 key elements of successful estate planning. Packed with up-to-date information for today's working professional it's also accessible enough to share with your clients. Benefit from years of estate planning expertise, and develop new skills that will allow you to provide superior client service.----------------------------------------------------------------------------------------------'This compact guide provides relevant, up-to-date information for today's working professional - and is accessible enough for advisor's to share with their clients."By Alan R. Ziegler, CEBS, CLU, ChFC President, Society of Financial Service ProfessionalsStay on top of your game and your client's tax shelter options, regardless of changing regulations. Tax and estate planning expert Lou Shuntich, outlines the latest tax saving solutions that will help minimize estate taxes, provide maximum protection, and leverage client returns.Learn to tackle the 3 key elements of successful estate planning with ease, as Lou's compact reference, guides you through the main steps. His straight-forward approach helps you.. Gain intimate knowledge of the transfer tax laws and the challenges they present.. Become familiar with the available solutions to estate planning problems.. Master the process of analysis in order to identify the challenges and map out the solutions.Benefit from Shuntich's years of legal experience in business insurance and estate planning - and the continued dedication of the Society of Financial Professionals to provide an on-going source of current, high-quality educations - as you develop new skills that will empower you to provide superior client service.