As the amount of intergenerational wealth transfer continues to increase rapidly, so does the importance of all forms of succession and estate planning. Ensuring appropriately crafted estate planning documents are in place is particularly critical.
The Nine Steps to a Complete Estate Plan is a comprehensive reference source for any adviser wanting to deliver client focused solutions in the area.
A methodical, plain English drafting approach and a generous use of practical examples help to ensure the book is user friendly. The book also includes references to legislation and related materials to address all fundamental aspects of the estate planning process.
Specific topics addressed include:
- personally owned assets;
- trust assets;
- interests in companies or partnerships; and
- all relevant tax issues that arise.