Advising Families on Succession Planning

Advising Families on Succession Planning

This new book will help you explain to clients the financial and emotional benefits of developing an effective and comprehensive estate plan that includes consulting with intended beneficiaries as part of the process.

The cost of litigating an estate matter can be enormous – both financially and emotionally. However, most estate litigation can be avoided with advance planning.

The book takes readers through the steps in the estate planning process, discusses how to prevent mistakes from happening, describes the circumstances in which estate plans are challenged, and takes them through a method by which the wishes of intended beneficiaries can be considered. It is a book that you will want to give to clients as well as have on your bookshelf and in your reception area.

Advising Families on Succession Planning

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